Bingham Osborn & Scarborough’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-45,420
| Closed | -$11.7M | – | 126 |
|
2021
Q3 | $11.7M | Sell |
45,420
-594
| -1% | -$154K | 0.83% | 17 |
|
2021
Q2 | $10.4M | Buy |
46,014
+1,026
| +2% | +$232K | 0.74% | 18 |
|
2021
Q1 | $10M | Buy |
44,988
+888
| +2% | +$198K | 0.76% | 16 |
|
2020
Q4 | $10.4M | Sell |
44,100
-7,530
| -15% | -$1.77M | 0.83% | 15 |
|
2020
Q3 | $7.38M | Buy |
51,630
+915
| +2% | +$131K | 0.56% | 19 |
|
2020
Q2 | $3.65M | Buy |
50,715
+2,010
| +4% | +$145K | 0.29% | 30 |
|
2020
Q1 | $1.7M | Buy |
48,705
+75
| +0.2% | +$2.62K | 0.17% | 37 |
|
2019
Q4 | $1.36M | Buy |
48,630
+135
| +0.3% | +$3.76K | 0.11% | 49 |
|
2019
Q3 | $779K | Sell |
48,495
-120
| -0.2% | -$1.93K | 0.07% | 68 |
|
2019
Q2 | $724K | Sell |
48,615
-840
| -2% | -$12.5K | 0.06% | 73 |
|
2019
Q1 | $923K | Buy |
49,455
+1,425
| +3% | +$26.6K | 0.09% | 60 |
|
2018
Q4 | $1.07M | Buy |
48,030
+300
| +0.6% | +$6.66K | 0.11% | 48 |
|
2018
Q3 | $842K | Buy |
47,730
+90
| +0.2% | +$1.59K | 0.07% | 58 |
|
2018
Q2 | $1.09M | Buy |
47,640
+960
| +2% | +$21.9K | 0.1% | 46 |
|
2018
Q1 | $828K | Buy |
46,680
+165
| +0.4% | +$2.93K | 0.08% | 58 |
|
2017
Q4 | $965K | Sell |
46,515
-345
| -0.7% | -$7.16K | 0.09% | 46 |
|
2017
Q3 | $1.07M | Buy |
46,860
+510
| +1% | +$11.6K | 0.1% | 40 |
|
2017
Q2 | $1.12M | Hold |
46,350
| – | – | 0.11% | 39 |
|
2017
Q1 | $860K | Hold |
46,350
| – | – | 0.08% | 46 |
|
2016
Q4 | $660K | Buy |
46,350
+8,925
| +24% | +$127K | 0.07% | 60 |
|
2016
Q3 | $509K | Buy |
37,425
+150
| +0.4% | +$2.04K | 0.05% | 67 |
|
2016
Q2 | $528K | Buy |
37,275
+180
| +0.5% | +$2.55K | 0.06% | 64 |
|
2016
Q1 | $568K | Hold |
37,095
| – | – | 0.07% | 64 |
|
2015
Q4 | $594K | Hold |
37,095
| – | – | 0.07% | 58 |
|
2015
Q3 | $614K | Buy |
37,095
+315
| +0.9% | +$5.21K | 0.08% | 56 |
|
2015
Q2 | $658K | Hold |
36,780
| – | – | 0.08% | 56 |
|
2015
Q1 | $463K | Hold |
36,780
| – | – | 0.06% | 69 |
|
2014
Q4 | $545K | Hold |
36,780
| – | – | 0.07% | 70 |
|
2014
Q3 | $595K | Hold |
36,780
| – | – | 0.07% | 64 |
|
2014
Q2 | $589K | Buy |
36,780
+4,230
| +13% | +$67.7K | 0.08% | 54 |
|
2014
Q1 | $452K | Buy |
32,550
+2,550
| +9% | +$35.4K | 0.06% | 66 |
|
2013
Q4 | $301K | Sell |
30,000
-7,875
| -21% | -$79K | 0.04% | 78 |
|
2013
Q3 | $488K | Hold |
37,875
| – | – | 0.08% | 53 |
|
2013
Q2 | $271K | Buy |
+37,875
| New | +$271K | 0.05% | 66 |
|