TSLA TESLA INC

Ownership history in Bison Wealth, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in TESLA INC (TSLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.92% (2024 Q4)
Avg. % of fund
0.29%
First filed
2020 Q2
Last filed
2024 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 10,368 +4,358 +72.5% 0.92% $4.2M $403.84
2024 Q3 ADDED 6,010 +5,210 +651.2% 0.25% $1.6M $261.63
2024 Q3 REDUCED 800 -9,234 -92.0% 0.00% $24K $261.63
2024 Q2 ADDED 10,034 +9,834 +4917.0% 0.29% $1.8M $197.88
2024 Q2 REDUCED 200 -9,834 -98.0% 0.00% $5K $197.88
2024 Q1 ADDED 10,034 +9,834 +4917.0% 0.29% $1.8M $175.79
2024 Q1 REDUCED 200 -9,621 -98.0% 0.00% $5K $175.79
2023 Q4 REDUCED 9,821 -1,338 -12.0% 0.43% $2.4M $248.48
2023 Q3 ADDED 11,159 +2,480 +28.6% 0.54% $2.8M $250.22
2023 Q2 ADDED 8,679 +3,054 +54.3% 0.42% $2.3M $261.77
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TSLA price (monthly, adj. close)
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