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