BSW
Buckingham Strategic Wealth’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $16M | Sell |
80,746
-11,940
| -13% | -$2.36M | 0.17% | 73 |
|
|
2024
Q1 | $16.3M | Sell |
92,686
-82
| -0.1% | -$14.4K | 0.17% | 70 |
|
|
2023
Q4 | $23.1M | Buy |
92,768
+1,098
| +1% | +$273K | 0.27% | 51 |
|
|
2023
Q3 | $22.9M | Sell |
91,670
-2,937
| -3% | -$735K | 0.32% | 44 |
|
|
2023
Q2 | $24.8M | Buy |
94,607
+3,083
| +3% | +$807K | 0.35% | 40 |
|
|
2023
Q1 | $11.3M | Hold |
91,524
| – | – | 0.21% | 60 |
|
|
2022
Q4 | $11.3M | Sell |
91,524
-72
| -0.1% | -$8.87K | 0.2% | 60 |
|
|
2022
Q3 | $24.3M | Buy |
91,596
+75,016
| +452% | +$19.9M | 0.5% | 30 |
|
|
2022
Q2 | $11.2M | Buy |
16,580
+885
| +6% | +$596K | 0.22% | 55 |
|
|
2022
Q1 | $16.9M | Sell |
15,695
-618
| -4% | -$666K | 0.33% | 37 |
|
|
2021
Q4 | $17.2M | Sell |
16,313
-141
| -0.9% | -$149K | 0.33% | 38 |
|
|
2021
Q3 | $12.8M | Buy |
16,454
+1,842
| +13% | +$1.43M | 0.26% | 45 |
|
|
2021
Q2 | $9.93M | Buy |
14,612
+175
| +1% | +$119K | 0.24% | 53 |
|
|
2021
Q1 | $9.64M | Sell |
14,437
-1,453
| -9% | -$971K | 0.48% | 42 |
|
|
2020
Q4 | $11.2M | Buy |
15,890
+5,300
| +50% | +$3.74M | 0.59% | 36 |
|
|
2020
Q3 | $4.54M | Buy |
10,590
+8,971
| +554% | +$3.85M | 0.35% | 62 |
|
|
2020
Q2 | $1.75M | Sell |
1,619
-1,616
| -50% | -$1.74M | 0.17% | 100 |
|
|
2020
Q1 | $1.7M | Buy |
3,235
+1,245
| +63% | +$652K | 0.16% | 103 |
|
|
2019
Q4 | $832K | Sell |
1,990
-467
| -19% | -$195K | 0.08% | 181 |
|
|
2019
Q3 | $592K | Sell |
2,457
-1,219
| -33% | -$294K | 0.06% | 208 |
|
|
2019
Q2 | $821K | Buy |
3,676
+583
| +19% | +$130K | 0.09% | 168 |
|
|
2019
Q1 | $866K | Buy |
3,093
+507
| +20% | +$142K | 0.11% | 151 |
|
|
2018
Q4 | $861K | Sell |
2,586
-83
| -3% | -$27.6K | 0.13% | 131 |
|
|
2018
Q3 | $707K | Buy |
2,669
+543
| +26% | +$144K | 0.11% | 148 |
|
|
2018
Q2 | $729K | Buy |
2,126
+248
| +13% | +$85K | 0.12% | 145 |
|
|
2018
Q1 | $500K | Sell |
1,878
-244
| -11% | -$65K | 0.1% | 165 |
|
|
2017
Q4 | $661K | Buy |
2,122
+421
| +25% | +$131K | 0.14% | 138 |
|
|
2017
Q3 | $580K | Sell |
1,701
-228
| -12% | -$77.7K | 0.14% | 135 |
|
|
2017
Q2 | $698K | Buy |
1,929
+468
| +32% | +$169K | 0.16% | 122 |
|
|
2017
Q1 | $407K | Buy |
1,461
+1
| +0.1% | +$279 | 0.12% | 158 |
|
|
2016
Q4 | $312K | Buy |
+1,460
| New | +$312K | 0.1% | 159 |
|