BLAM
Bourne Lent Asset Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
6,275
-500
| -7% | -$159K | 0.77% | 26 |
|
|
2025
Q1 | $1.76M | Sell |
6,775
-600
| -8% | -$155K | 0.75% | 25 |
|
|
2024
Q4 | $2.98M | Hold |
7,375
| – | – | 1.14% | 17 |
|
|
2024
Q3 | $1.93M | Hold |
7,375
| – | – | 0.73% | 22 |
|
|
2024
Q2 | $1.46M | Sell |
7,375
-500
| -6% | -$98.9K | 0.56% | 27 |
|
|
2024
Q1 | $1.38M | Hold |
7,875
| – | – | 0.56% | 28 |
|
|
2023
Q4 | $1.96M | Sell |
7,875
-300
| -4% | -$74.5K | 0.79% | 23 |
|
|
2023
Q3 | $2.05M | Hold |
8,175
| – | – | 0.9% | 22 |
|
|
2023
Q2 | $2.14M | Hold |
8,175
| – | – | 0.75% | 21 |
|
|
2023
Q1 | $1.7M | Buy |
8,175
+75
| +0.9% | +$15.6K | 0.64% | 25 |
|
|
2022
Q4 | $998K | Sell |
8,100
-4,500
| -36% | -$554K | 0.43% | 29 |
|
|
2022
Q3 | $3.34M | Buy |
12,600
+8,400
| +200% | +$2.23M | 1.45% | 17 |
|
|
2022
Q2 | $2.83M | Hold |
4,200
| – | – | 1.12% | 18 |
|
|
2022
Q1 | $4.53M | Hold |
4,200
| – | – | 1.42% | 17 |
|
|
2021
Q4 | $4.44M | Hold |
4,200
| – | – | 1.19% | 17 |
|
|
2021
Q3 | $3.26M | Hold |
4,200
| – | – | 0.93% | 18 |
|
|
2021
Q2 | $2.86M | Hold |
4,200
| – | – | 0.8% | 18 |
|
|
2021
Q1 | $2.81M | Hold |
4,200
| – | – | 0.9% | 18 |
|
|
2020
Q4 | $2.96M | Hold |
4,200
| – | – | 0.98% | 17 |
|
|
2020
Q3 | $1.8M | Buy |
4,200
+3,360
| +400% | +$1.44M | 0.69% | 21 |
|
|
2020
Q2 | $907K | Hold |
840
| – | – | 0.39% | 27 |
|
|
2020
Q1 | $440K | Buy |
840
+250
| +42% | +$131K | 0.24% | 36 |
|
|
2019
Q4 | $247K | Buy |
+590
| New | +$247K | 0.12% | 52 |
|
|
2019
Q1 | – | Sell |
-690
| Closed | -$230K | – | 57 |
|
|
2018
Q4 | $230K | Buy |
+690
| New | +$230K | 0.14% | 52 |
|
|
2018
Q3 | – | Sell |
-690
| Closed | -$237K | – | 58 |
|
|
2018
Q2 | $237K | Buy |
+690
| New | +$237K | 0.12% | 53 |
|
|
2018
Q1 | – | Sell |
-690
| Closed | -$215K | – | 58 |
|
|
2017
Q4 | $215K | Hold |
690
| – | – | 0.12% | 57 |
|
|
2017
Q3 | $235K | Hold |
690
| – | – | 0.12% | 54 |
|
|
2017
Q2 | $250K | Buy |
+690
| New | +$250K | 0.14% | 55 |
|