YHB Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $847K | Sell |
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|
2025
Q2 | $608K | Sell |
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|
2025
Q1 | $551K | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $443K | Buy |
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|
2024
Q1 | $371K | Buy |
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|
2023
Q4 | $519K | Buy |
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|
2023
Q3 | $500K | Buy |
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|
2023
Q2 | $492K | Sell |
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|
2023
Q1 | $417K | Buy |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | $483K | Buy |
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|
2022
Q2 | $394K | Sell |
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|
2022
Q1 | $778K | Buy |
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|
2021
Q4 | $746K | Buy |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $402K | Sell |
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|
2021
Q1 | $447K | Sell |
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|
2020
Q4 | $449K | Buy |
|