BFS
Bard Financial Services’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Sell |
9,190
-3,020
| -25% | -$959K | 0.35% | 70 |
|
|
2025
Q1 | $3.16M | Sell |
12,210
-975
| -7% | -$253K | 0.39% | 65 |
|
|
2024
Q4 | $5.32M | Buy |
13,185
+6,345
| +93% | +$2.56M | 0.64% | 44 |
|
|
2024
Q3 | $1.79M | Sell |
6,840
-25
| -0.4% | -$6.54K | 0.21% | 91 |
|
|
2024
Q2 | $1.36M | Sell |
6,865
-375
| -5% | -$74.2K | 0.14% | 103 |
|
|
2024
Q1 | $1.27M | Hold |
7,240
| – | – | 0.14% | 107 |
|
|
2023
Q4 | $1.8M | Buy |
7,240
+135
| +2% | +$33.5K | 0.2% | 92 |
|
|
2023
Q3 | $1.78M | Sell |
7,105
-145
| -2% | -$36.3K | 0.22% | 88 |
|
|
2023
Q2 | $1.9M | Hold |
7,250
| – | – | 0.14% | 121 |
|
|
2023
Q1 | $1.5M | Sell |
7,250
-1,600
| -18% | -$332K | 0.12% | 133 |
|
|
2022
Q4 | $1.09M | Sell |
8,850
-3,180
| -26% | -$392K | 0.09% | 157 |
|
|
2022
Q3 | $3.19M | Buy |
12,030
+8,020
| +200% | +$2.13M | 0.3% | 83 |
|
|
2022
Q2 | $2.7M | Buy |
4,010
+50
| +1% | +$33.7K | 0.25% | 92 |
|
|
2022
Q1 | $4.27M | Buy |
3,960
+50
| +1% | +$53.9K | 0.35% | 73 |
|
|
2021
Q4 | $4.13M | Buy |
3,910
+10
| +0.3% | +$10.6K | 0.33% | 72 |
|
|
2021
Q3 | $3.02M | Hold |
3,900
| – | – | 0.27% | 89 |
|
|
2021
Q2 | $2.65M | Buy |
3,900
+15
| +0.4% | +$10.2K | 0.24% | 95 |
|
|
2021
Q1 | $2.6M | Sell |
3,885
-740
| -16% | -$494K | 0.25% | 93 |
|
|
2020
Q4 | $3.26M | Buy |
+4,625
| New | +$3.26M | 0.33% | 81 |
|