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Bartlett & Co’s Tesla TSLA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$9.24M Sell
36,503
-105
-0.3% -$26.6K 0.15% 104
2023
Q3
$9.16M Buy
36,608
+79
+0.2% +$19.8K 0.16% 96
2023
Q2
$9.56M Sell
36,529
-235
-0.6% -$61.5K 0.17% 96
2023
Q1
$7.63M Buy
36,764
+79
+0.2% +$16.4K 0.15% 110
2022
Q4
$4.52M Sell
36,685
-370
-1% -$45.6K 0.09% 137
2022
Q3
$9.83M Buy
37,055
+24,743
+201% +$6.56M 0.21% 89
2022
Q2
$8.29M Buy
12,312
+30
+0.2% +$20.2K 0.17% 103
2022
Q1
$13.2M Buy
12,282
+206
+2% +$222K 0.23% 88
2021
Q4
$12.8M Buy
12,076
+9,418
+354% +$9.95M 0.22% 90
2021
Q3
$2.06M Sell
2,658
-32
-1% -$24.8K 0.04% 167
2021
Q2
$1.83M Sell
2,690
-90
-3% -$61.2K 0.03% 176
2021
Q1
$1.86M Sell
2,780
-355
-11% -$237K 0.04% 174
2020
Q4
$2.21M Buy
3,135
+400
+15% +$282K 0.05% 158
2020
Q3
$1.17M Buy
2,735
+2,123
+347% +$911K 0.03% 193
2020
Q2
$661K Sell
612
-25
-4% -$27K 0.02% 218
2020
Q1
$334K Buy
+637
New +$334K 0.01% 254
2019
Q3
$82K Buy
342
+287
+522% +$68.8K ﹤0.01% 417
2019
Q2
$12K Sell
55
-30
-35% -$6.55K ﹤0.01% 578
2019
Q1
$24K Hold
85
﹤0.01% 505
2018
Q4
$28K Hold
85
﹤0.01% 487
2018
Q3
$23K Hold
85
﹤0.01% 526
2018
Q2
$29K Hold
85
﹤0.01% 492
2018
Q1
$23K Hold
85
﹤0.01% 527
2017
Q4
$26K Hold
85
﹤0.01% 507
2017
Q3
$29K Hold
85
﹤0.01% 496
2017
Q2
$31K Hold
85
﹤0.01% 485
2017
Q1
$24K Hold
85
﹤0.01% 521
2016
Q4
$18K Hold
85
﹤0.01% 549
2016
Q3
$17K Hold
85
﹤0.01% 557
2016
Q2
$18K Hold
85
﹤0.01% 556
2016
Q1
$20K Hold
85
﹤0.01% 537
2015
Q4
$20K Buy
85
+30
+55% +$7.06K ﹤0.01% 546
2015
Q3
$14K Hold
55
﹤0.01% 577
2015
Q2
$15K Hold
55
﹤0.01% 578
2015
Q1
$10K Hold
55
﹤0.01% 618
2014
Q4
$12K Buy
55
+45
+450% +$9.82K ﹤0.01% 605
2014
Q3
$2K Hold
10
﹤0.01% 678
2014
Q2
$2K Hold
10
﹤0.01% 700
2014
Q1
$2K Buy
+10
New +$2K ﹤0.01% 681