YWM
Yoder Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Buy |
1,329
+196
| +17% | +$62.3K | 0.22% | 71 |
|
|
2025
Q1 | $294K | Sell |
1,133
-32
| -3% | -$8.29K | 0.17% | 83 |
|
|
2024
Q4 | $470K | Buy |
1,165
+217
| +23% | +$87.6K | 0.26% | 67 |
|
|
2024
Q3 | $248K | Buy |
+948
| New | +$248K | 0.15% | 95 |
|
|
2024
Q1 | – | Sell |
-914
| Closed | -$227K | – | 111 |
|
|
2023
Q4 | $227K | Buy |
914
+26
| +3% | +$6.46K | 0.16% | 88 |
|
|
2023
Q3 | $222K | Buy |
888
+95
| +12% | +$23.8K | 0.18% | 72 |
|
|
2023
Q2 | $208K | Buy |
+793
| New | +$208K | 0.16% | 76 |
|