A detailed history of Lwm Advisory Services, LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 1,749 shares of TSLA stock, worth $711,108. This represents 0.35% of its overall portfolio holdings.

Number of Shares
1,749
Previous 1,032 69.48%
Holding current value
$711,108
Previous $204,000 124.02%
% of portfolio
0.35%
Previous 0.18%

Shares

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

Nov 13, 2024

BUY
$191.76 - $263.26 $137,491 - $188,757
717 Added 69.48%
1,749 $457,000
Q2 2024

Aug 08, 2024

SELL
$142.05 - $197.88 $97,304 - $135,547
-685 Reduced 39.9%
1,032 $204,000
Q4 2023

Feb 05, 2024

BUY
$197.36 - $263.62 $44,406 - $59,314
225 Added 15.08%
1,717 $426,000
Q3 2023

Nov 02, 2023

BUY
$215.49 - $293.34 $37,926 - $51,627
176 Added 13.37%
1,492 $373,000
Q2 2023

Aug 07, 2023

BUY
$153.75 - $274.45 $14,145 - $25,249
92 Added 7.52%
1,316 $344,000
Q1 2023

May 02, 2023

BUY
$108.1 - $214.24 $132,314 - $262,229
1,224 New
1,224 $253,000
Q3 2022

Nov 16, 2022

BUY
$265.25 - $927.96 $587,794 - $2.06 Million
2,216 Added 221.16%
3,218 $854,000
Q2 2022

Aug 15, 2022

BUY
$628.16 - $1145.45 $65,328 - $119,126
104 Added 11.58%
1,002 $675,000
Q1 2022

May 09, 2022

BUY
$764.04 - $1199.78 $84,044 - $131,975
110 Added 13.96%
898 $968,000
Q4 2021

Feb 18, 2022

BUY
$775.22 - $1229.91 $610,873 - $969,169
788 New
788 $833,000

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 $1.28T
  • 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
Track This Portfolio

Track Lwm Advisory Services, LLC Portfolio

Follow Lwm Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.