BAM
Bellevue Asset Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Hold |
1,342
| – | – | 0.21% | 49 |
|
|
2025
Q1 | $348K | Sell |
1,342
-1,096
| -45% | -$284K | 0.19% | 49 |
|
|
2024
Q4 | $985K | Sell |
2,438
-380
| -13% | -$153K | 0.51% | 27 |
|
|
2024
Q3 | $737K | Sell |
2,818
-50
| -2% | -$13.1K | 0.38% | 30 |
|
|
2024
Q2 | $568K | Buy |
2,868
+45
| +2% | +$8.91K | 0.31% | 35 |
|
|
2024
Q1 | $496K | Hold |
2,823
| – | – | 0.28% | 36 |
|
|
2023
Q4 | $701K | Hold |
2,823
| – | – | 0.62% | 29 |
|
|
2023
Q3 | $706K | Sell |
2,823
-465
| -14% | -$116K | 0.47% | 27 |
|
|
2023
Q2 | $860K | Sell |
3,288
-3
| -0.1% | -$785 | 0.54% | 23 |
|
|
2023
Q1 | $683K | Sell |
3,291
-5
| -0.2% | -$1.04K | 0.46% | 26 |
|
|
2022
Q4 | $400K | Sell |
3,296
-516
| -14% | -$62.7K | 0.31% | 36 |
|
|
2022
Q3 | $927K | Buy |
3,812
+2,566
| +206% | +$624K | 0.72% | 24 |
|
|
2022
Q2 | $850K | Buy |
1,246
+17
| +1% | +$11.6K | 0.61% | 32 |
|
|
2022
Q1 | $1.34M | Sell |
1,229
-20
| -2% | -$21.9K | 0.82% | 24 |
|
|
2021
Q4 | $1.32M | Sell |
1,249
-24
| -2% | -$25.4K | 0.78% | 26 |
|
|
2021
Q3 | $997K | Sell |
1,273
-215
| -14% | -$168K | 0.61% | 29 |
|
|
2021
Q2 | $1.01M | Hold |
1,488
| – | – | 0.62% | 29 |
|
|
2021
Q1 | $998K | Sell |
1,488
-60
| -4% | -$40.2K | 0.62% | 29 |
|
|
2020
Q4 | $1.37M | Buy |
1,548
+31
| +2% | +$27.4K | 0.84% | 27 |
|
|
2020
Q3 | $651K | Buy |
1,517
+1,209
| +393% | +$519K | 0.46% | 35 |
|
|
2020
Q2 | $333K | Buy |
308
+1
| +0.3% | +$1.08K | 0.34% | 51 |
|
|
2020
Q1 | $241K | Buy |
307
+10
| +3% | +$7.85K | 0.25% | 64 |
|
|
2019
Q4 | $124K | Buy |
+297
| New | +$124K | 0.1% | 97 |
|