Bernardo Wealth Planning’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
3,542
-399
| -10% | -$127K | 0.24% | 48 |
|
|
2025
Q1 | $1.02M | Buy |
3,941
+332
| +9% | +$86K | 0.24% | 45 |
|
|
2024
Q4 | $1.42M | Sell |
3,609
-395
| -10% | -$156K | 0.34% | 38 |
|
|
2024
Q3 | $884K | Buy |
4,004
+729
| +22% | +$161K | 0.21% | 48 |
|
|
2024
Q2 | $648K | Sell |
3,275
-5,538
| -63% | -$1.1M | 0.17% | 49 |
|
|
2024
Q1 | $1.55M | Sell |
8,813
-75
| -0.8% | -$13.2K | 0.43% | 37 |
|
|
2023
Q4 | $2.21M | Buy |
8,888
+128
| +1% | +$31.8K | 0.7% | 32 |
|
|
2023
Q3 | $2.19M | Buy |
8,760
+114
| +1% | +$28.5K | 0.87% | 25 |
|
|
2023
Q2 | $2.26M | Sell |
8,646
-1,017
| -11% | -$266K | 0.9% | 23 |
|
|
2023
Q1 | $2M | Buy |
9,663
+114
| +1% | +$23.7K | 0.86% | 23 |
|
|
2022
Q4 | $1.18M | Sell |
9,549
-483
| -5% | -$59.5K | 0.55% | 33 |
|
|
2022
Q3 | $2.15M | Buy |
10,032
+30
| +0.3% | +$6.43K | 1.22% | 19 |
|
|
2022
Q2 | $2.25M | Buy |
10,002
+99
| +1% | +$22.2K | 1.28% | 18 |
|
|
2022
Q1 | $3.56M | Buy |
9,903
+372
| +4% | +$134K | 1.77% | 16 |
|
|
2021
Q4 | $3.36M | Buy |
9,531
+333
| +4% | +$117K | 1.64% | 18 |
|
|
2021
Q3 | $2.38M | Buy |
9,198
+600
| +7% | +$155K | 1.38% | 18 |
|
|
2021
Q2 | $1.95M | Sell |
8,598
-252
| -3% | -$57.1K | 1.17% | 18 |
|
|
2021
Q1 | $1.97M | Sell |
8,850
-7,656
| -46% | -$1.7M | 1.25% | 18 |
|
|
2020
Q4 | $3.88M | Buy |
16,506
+162
| +1% | +$38.1K | 1.5% | 16 |
|
|
2020
Q3 | $2.34M | Buy |
16,344
+2,889
| +21% | +$413K | 1.05% | 19 |
|
|
2020
Q2 | $968K | Sell |
13,455
-450
| -3% | -$32.4K | 0.52% | 42 |
|
|
2020
Q1 | $485K | Buy |
13,905
+3,480
| +33% | +$121K | 0.34% | 75 |
|
|
2019
Q4 | $290K | Buy |
+10,425
| New | +$290K | 0.18% | 124 |
|
|
2019
Q3 | – | Sell |
-15,645
| Closed | -$233K | – | 163 |
|
|
2019
Q2 | $233K | Sell |
15,645
-1,335
| -8% | -$19.9K | 0.18% | 126 |
|
|
2019
Q1 | $317K | Buy |
16,980
+1,605
| +10% | +$30K | 0.25% | 106 |
|
|
2018
Q4 | $341K | Buy |
+15,375
| New | +$341K | 0.3% | 92 |
|