A detailed history of Bernardo Wealth Planning LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 8,813 shares of TSLA stock, worth $2.22 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
8,813
Previous 8,888 0.84%
Holding current value
$2.22 Million
Previous $2.21 Million 29.85%
% of portfolio
0.43%
Previous 0.7%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$162.5 - $248.42 $12,187 - $18,631
-75 Reduced 0.84%
8,813 $1.55 Million
Q4 2023

Jan 25, 2024

BUY
$197.36 - $263.62 $25,262 - $33,743
128 Added 1.46%
8,888 $2.21 Million
Q3 2023

Oct 30, 2023

BUY
$215.49 - $293.34 $24,565 - $33,440
114 Added 1.32%
8,760 $2.19 Million
Q2 2023

Jul 21, 2023

SELL
$153.75 - $274.45 $156,363 - $279,115
-1,017 Reduced 10.52%
8,646 $2.26 Million
Q1 2023

May 05, 2023

BUY
$108.1 - $214.24 $12,323 - $24,423
114 Added 1.19%
9,663 $2 Million
Q4 2022

Jan 30, 2023

SELL
$109.1 - $249.44 $52,695 - $120,479
-483 Reduced 4.81%
9,549 $1.18 Million
Q3 2022

Oct 24, 2022

BUY
$265.25 - $927.96 $1.78 Million - $6.22 Million
6,698 Added 200.9%
10,032 $2.15 Million
Q2 2022

Jul 29, 2022

BUY
$628.16 - $1145.45 $20,729 - $37,799
33 Added 1.0%
3,334 $2.25 Million
Q1 2022

May 06, 2022

BUY
$764.04 - $1199.78 $94,740 - $148,772
124 Added 3.9%
3,301 $3.56 Million
Q4 2021

Jan 27, 2022

BUY
$775.22 - $1229.91 $86,049 - $136,520
111 Added 3.62%
3,177 $3.36 Million
Q3 2021

Oct 15, 2021

BUY
$643.38 - $791.36 $128,676 - $158,272
200 Added 6.98%
3,066 $2.38 Million
Q2 2021

Jul 30, 2021

SELL
$563.46 - $762.32 $47,330 - $64,034
-84 Reduced 2.85%
2,866 $1.95 Million
Q1 2021

Apr 23, 2021

SELL
$563.0 - $883.09 $1.44 Million - $2.25 Million
-2,552 Reduced 46.38%
2,950 $1.97 Million
Q4 2020

Feb 01, 2021

BUY
$388.04 - $705.67 $20,954 - $38,106
54 Added 0.99%
5,502 $3.88 Million
Q3 2020

Oct 23, 2020

BUY
$223.93 - $498.32 $1.02 Million - $2.27 Million
4,551 Added 507.36%
5,448 $2.34 Million
Q2 2020

Aug 03, 2020

SELL
$90.89 - $215.96 $2,726 - $6,478
-30 Reduced 3.24%
897 $968,000
Q1 2020

May 01, 2020

BUY
$72.24 - $183.48 $16,759 - $42,567
232 Added 33.38%
927 $485,000
Q4 2019

Feb 10, 2020

BUY
$46.29 - $86.19 $32,171 - $59,902
695 New
695 $290,000
Q3 2019

Nov 04, 2019

SELL
$42.28 - $52.98 $44,098 - $55,258
-1,043 Closed
0 $0
Q2 2019

Aug 13, 2019

SELL
$35.79 - $58.36 $3,185 - $5,194
-89 Reduced 7.86%
1,043 $233,000
Q1 2019

May 08, 2019

BUY
$52.08 - $69.46 $5,572 - $7,432
107 Added 10.44%
1,132 $317,000
Q4 2018

Feb 14, 2019

BUY
$50.11 - $75.36 $51,362 - $77,244
1,025 New
1,025 $341,000

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 $794B
  • 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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