A detailed history of Summit Financial Wealth Advisors, LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 4,216 shares of TSLA stock, worth $1.39 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
4,216
Previous 4,176 0.96%
Holding current value
$1.39 Million
Previous $1.09 Million 55.86%
% of portfolio
0.35%
Previous 0.22%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
$213.65 - $479.86 $8,546 - $19,194
40 Added 0.96%
4,216 $1.7 Million
Q3 2024

Nov 13, 2024

SELL
$191.76 - $263.26 $2,492 - $3,422
-13 Reduced 0.31%
4,176 $1.09 Million
Q2 2024

Aug 12, 2024

SELL
$142.05 - $197.88 $13,778 - $19,194
-97 Reduced 2.26%
4,189 $828,000
Q1 2024

May 02, 2024

BUY
$162.5 - $248.42 $25,837 - $39,498
159 Added 3.85%
4,286 $753,000
Q4 2023

Jan 19, 2024

SELL
$197.36 - $263.62 $29,604 - $39,543
-150 Reduced 3.51%
4,127 $1.03 Million
Q2 2023

Jul 12, 2023

SELL
$153.75 - $274.45 $922 - $1,646
-6 Reduced 0.14%
4,277 $1.12 Million
Q1 2023

Apr 10, 2023

BUY
$108.1 - $214.24 $117,288 - $232,450
1,085 Added 33.93%
4,283 $888,000
Q4 2022

Jan 17, 2023

BUY
$109.1 - $249.44 $216,018 - $493,891
1,980 Added 162.56%
3,198 $0
Q3 2022

Oct 28, 2022

BUY
$265.25 - $927.96 $215,383 - $753,503
812 Added 200.0%
1,218 $274,000
Q2 2022

Jul 26, 2022

BUY
$628.16 - $1145.45 $11,306 - $20,618
18 Added 4.64%
406 $327,000
Q1 2022

May 06, 2022

BUY
$764.04 - $1199.78 $7,640 - $11,997
10 Added 2.65%
388 $418,000
Q3 2021

Nov 05, 2021

BUY
$643.38 - $791.36 $10,937 - $13,453
17 Added 4.71%
378 $293,000
Q2 2021

Aug 09, 2021

BUY
$563.46 - $762.32 $22,538 - $30,492
40 Added 12.46%
361 $245,000
Q1 2021

Apr 23, 2021

BUY
$563.0 - $883.09 $180,723 - $283,471
321 New
321 $227,000
Q4 2020

Jan 11, 2021

SELL
$388.04 - $705.67 $198,288 - $360,597
-511 Closed
0 $0
Q3 2020

Nov 09, 2020

BUY
$223.93 - $498.32 $114,428 - $254,641
511 New
511 $205,000

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 $1.04T
  • 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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