A detailed history of Forum Financial Management, LP transactions in Tesla, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 26,207 shares of TSLA stock, worth $12.1 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
26,207
Previous 28,260 7.26%
Holding current value
$12.1 Million
Previous $5.59 Million 22.62%
% of portfolio
0.13%
Previous 0.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$191.76 - $263.26 $393,683 - $540,472
-2,053 Reduced 7.26%
26,207 $6.86 Million
Q2 2024

Jul 30, 2024

BUY
$142.05 - $197.88 $962,814 - $1.34 Million
6,778 Added 31.55%
28,260 $5.59 Million
Q1 2024

May 09, 2024

SELL
$162.5 - $248.42 $47,125 - $72,041
-290 Reduced 1.33%
21,482 $3.78 Million
Q4 2023

Feb 07, 2024

BUY
$197.36 - $263.62 $706,943 - $944,286
3,582 Added 19.69%
21,772 $5.41 Million
Q3 2023

Nov 03, 2023

BUY
$215.49 - $293.34 $44,175 - $60,134
205 Added 1.14%
18,190 $4.55 Million
Q2 2023

Jul 26, 2023

BUY
$153.75 - $274.45 $274,136 - $489,344
1,783 Added 11.0%
17,985 $4.71 Million
Q1 2023

Apr 19, 2023

BUY
$108.1 - $214.24 $37,835 - $74,984
350 Added 2.21%
16,202 $3.36 Million
Q4 2022

Jan 24, 2023

BUY
$109.1 - $249.44 $24,002 - $54,876
220 Added 1.41%
15,852 $0
Q3 2022

Nov 07, 2022

BUY
$265.25 - $927.96 $2.73 Million - $9.57 Million
10,309 Added 193.67%
15,632 $4.15 Million
Q2 2022

Aug 15, 2022

BUY
$628.16 - $1145.45 $184,679 - $336,762
294 Added 5.85%
5,323 $3.59 Million
Q1 2022

May 16, 2022

BUY
$764.04 - $1199.78 $676,939 - $1.06 Million
886 Added 21.39%
5,029 $5.42 Million
Q4 2021

Feb 18, 2022

BUY
$775.22 - $1229.91 $3.21 Million - $5.1 Million
4,143 New
4,143 $4.38 Million

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 $1.46T
  • 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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