A detailed history of Bergan Kdv Wealth Management, LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 469 shares of TSLA stock, worth $98,424. This represents 0.01% of its overall portfolio holdings.

Number of Shares
469
Previous 914 48.69%
Holding current value
$98,424
Previous $189,000 35.45%
% of portfolio
0.01%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$153.75 - $274.45 $68,418 - $122,130
-445 Reduced 48.69%
469 $122,000
Q1 2023

Apr 27, 2023

SELL
$108.1 - $214.24 $107,559 - $213,168
-995 Reduced 52.12%
914 $189,000
Q4 2022

Jan 31, 2023

BUY
$109.1 - $249.44 $11,019 - $25,193
101 Added 5.59%
1,909 $235,000
Q3 2022

Oct 24, 2022

BUY
$265.25 - $927.96 $266,841 - $933,527
1,006 Added 125.44%
1,808 $480,000
Q2 2022

Jul 13, 2022

SELL
$628.16 - $1145.45 $238,700 - $435,271
-380 Reduced 32.15%
802 $540,000
Q1 2022

May 09, 2022

SELL
$764.04 - $1199.78 $958,106 - $1.5 Million
-1,254 Reduced 51.48%
1,182 $1.27 Million
Q4 2021

Jan 28, 2022

BUY
$775.22 - $1229.91 $11,628 - $18,448
15 Added 0.62%
2,436 $2.57 Million
Q3 2021

Nov 12, 2021

SELL
$643.38 - $791.36 $13,510 - $16,618
-21 Reduced 0.86%
2,421 $1.88 Million
Q2 2021

Aug 10, 2021

BUY
$563.46 - $762.32 $6,198 - $8,385
11 Added 0.45%
2,442 $1.66 Million
Q1 2021

May 11, 2021

BUY
$563.0 - $883.09 $8,445 - $13,246
15 Added 0.62%
2,431 $1.62 Million
Q4 2020

Feb 04, 2021

SELL
$388.04 - $705.67 $3,880 - $7,056
-10 Reduced 0.41%
2,416 $1.71 Million
Q3 2020

Nov 05, 2020

BUY
$223.93 - $498.32 $441,813 - $983,185
1,973 Added 435.54%
2,426 $1.04 Million
Q1 2020

Apr 24, 2020

BUY
$72.24 - $183.48 $361 - $917
5 Added 1.12%
453 $237,000
Q4 2019

Feb 10, 2020

BUY
$46.29 - $86.19 $324 - $603
7 Added 1.59%
448 $187,000
Q2 2019

Aug 12, 2019

BUY
$35.79 - $58.36 $2,827 - $4,610
79 Added 21.82%
441 $99,000
Q2 2018

Jul 23, 2018

BUY
$50.5 - $74.17 $18,281 - $26,849
362 New
362 $124,000

Others Institutions Holding TSLA

About Tesla, Inc.


  • Ticker TSLA
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Auto Manufacturers
  • Shares Outstandng 3,157,750,016
  • Market Cap $663B
  • Description
  • Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. The company operates in two segments, Automotive, and Energy Generation and Storage. The Automotive segment offers electric vehicles, as well as sells automotive regulatory ...
More about TSLA
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