YHB Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Sell |
1,915
-210
| -10% | -$66.7K | 0.05% | 198 |
|
|
2025
Q1 | $551K | Sell |
2,125
-366
| -15% | -$94.9K | 0.05% | 196 |
|
|
2024
Q4 | $1.01M | Sell |
2,491
-122
| -5% | -$49.3K | 0.08% | 150 |
|
|
2024
Q3 | $684K | Buy |
2,613
+374
| +17% | +$97.9K | 0.06% | 175 |
|
|
2024
Q2 | $443K | Buy |
2,239
+131
| +6% | +$25.9K | 0.04% | 204 |
|
|
2024
Q1 | $371K | Buy |
2,108
+20
| +1% | +$3.52K | 0.03% | 216 |
|
|
2023
Q4 | $519K | Buy |
2,088
+89
| +4% | +$22.1K | 0.05% | 185 |
|
|
2023
Q3 | $500K | Buy |
1,999
+120
| +6% | +$30K | 0.05% | 188 |
|
|
2023
Q2 | $492K | Sell |
1,879
-133
| -7% | -$34.8K | 0.05% | 189 |
|
|
2023
Q1 | $417K | Buy |
2,012
+121
| +6% | +$25.1K | 0.04% | 197 |
|
|
2022
Q4 | $233K | Buy |
1,891
+71
| +4% | +$8.75K | 0.02% | 263 |
|
|
2022
Q3 | $483K | Buy |
1,820
+65
| +4% | +$17.3K | 0.05% | 191 |
|
|
2022
Q2 | $394K | Sell |
1,755
-411
| -19% | -$92.3K | 0.04% | 203 |
|
|
2022
Q1 | $778K | Buy |
2,166
+48
| +2% | +$17.2K | 0.07% | 173 |
|
|
2021
Q4 | $746K | Buy |
2,118
+267
| +14% | +$94K | 0.06% | 183 |
|
|
2021
Q3 | $478K | Buy |
1,851
+75
| +4% | +$19.4K | 0.04% | 203 |
|
|
2021
Q2 | $402K | Sell |
1,776
-36
| -2% | -$8.15K | 0.03% | 222 |
|
|
2021
Q1 | $447K | Sell |
1,812
-96
| -5% | -$23.7K | 0.04% | 205 |
|
|
2020
Q4 | $449K | Buy |
+1,908
| New | +$449K | 0.04% | 201 |
|