BWM
BerganKDV Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $123K | Sell |
469
-445
| -49% | -$116K | 0.01% | 273 |
|
|
2023
Q1 | $190K | Sell |
914
-995
| -52% | -$206K | 0.02% | 237 |
|
|
2022
Q4 | $235K | Buy |
1,909
+101
| +6% | +$12.4K | 0.03% | 221 |
|
|
2022
Q3 | $480K | Buy |
1,808
+1,006
| +125% | +$267K | 0.06% | 165 |
|
|
2022
Q2 | $540K | Sell |
802
-380
| -32% | -$256K | 0.06% | 171 |
|
|
2022
Q1 | $1.27M | Sell |
1,182
-1,254
| -51% | -$1.35M | 0.14% | 115 |
|
|
2021
Q4 | $2.57M | Buy |
2,436
+15
| +0.6% | +$15.9K | 0.27% | 80 |
|
|
2021
Q3 | $1.88M | Sell |
2,421
-21
| -0.9% | -$16.3K | 0.21% | 91 |
|
|
2021
Q2 | $1.66M | Buy |
2,442
+11
| +0.5% | +$7.48K | 0.2% | 92 |
|
|
2021
Q1 | $1.62M | Buy |
2,431
+15
| +0.6% | +$10K | 0.21% | 93 |
|
|
2020
Q4 | $1.71M | Sell |
2,416
-10
| -0.4% | -$7.06K | 0.24% | 83 |
|
|
2020
Q3 | $1.04M | Buy |
2,426
+1,973
| +436% | +$847K | 0.16% | 98 |
|
|
2020
Q2 | $489K | Hold |
453
| – | – | 0.08% | 147 |
|
|
2020
Q1 | $237K | Buy |
453
+5
| +1% | +$2.62K | 0.05% | 196 |
|
|
2019
Q4 | $187K | Buy |
448
+7
| +2% | +$2.92K | 0.03% | 229 |
|
|
2019
Q3 | $106K | Hold |
441
| – | – | 0.02% | 254 |
|
|
2019
Q2 | $99K | Buy |
441
+79
| +22% | +$17.7K | 0.02% | 264 |
|
|
2019
Q1 | $101K | Hold |
362
| – | – | 0.02% | 278 |
|
|
2018
Q4 | $120K | Hold |
362
| – | – | 0.03% | 219 |
|
|
2018
Q3 | $96K | Hold |
362
| – | – | 0.02% | 256 |
|
|
2018
Q2 | $124K | Buy |
+362
| New | +$124K | 0.03% | 230 |
|