A detailed history of Xcel Wealth Management, LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 13,067 shares of TSLA stock, worth $3.25 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
13,067
Previous 12,802 2.07%
Holding current value
$3.25 Million
Previous $2.53 Million 34.98%
% of portfolio
1.01%
Previous 0.8%

Shares

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

Oct 21, 2024

BUY
$191.76 - $263.26 $50,816 - $69,763
265 Added 2.07%
13,067 $3.42 Million
Q2 2024

Jul 23, 2024

BUY
$142.05 - $197.88 $258,246 - $359,745
1,818 Added 16.55%
12,802 $2.53 Million
Q1 2024

Apr 22, 2024

BUY
$162.5 - $248.42 $274,787 - $420,078
1,691 Added 18.2%
10,984 $1.93 Million
Q4 2023

Jan 29, 2024

BUY
$197.36 - $263.62 $1.83 Million - $2.45 Million
9,293 New
9,293 $2.31 Million
Q2 2023

Jul 26, 2023

BUY
$153.75 - $274.45 $66,881 - $119,385
435 Added 9.45%
5,040 $1.32 Million
Q1 2023

Apr 25, 2023

SELL
$108.1 - $214.24 $9,945 - $19,710
-92 Reduced 1.96%
4,605 $955,000
Q4 2022

Jan 19, 2023

SELL
$109.1 - $249.44 $7,855 - $17,959
-72 Reduced 1.51%
4,697 $579,000
Q3 2022

Oct 20, 2022

BUY
$265.25 - $927.96 $874,264 - $3.06 Million
3,296 Added 223.76%
4,769 $1.27 Million
Q2 2022

Jul 26, 2022

BUY
$628.16 - $1145.45 $45,227 - $82,472
72 Added 5.14%
1,473 $992,000
Q1 2022

Apr 29, 2022

BUY
$764.04 - $1199.78 $80,988 - $127,176
106 Added 8.19%
1,401 $1.51 Million
Q4 2021

Feb 03, 2022

SELL
$775.22 - $1229.91 $24,031 - $38,127
-31 Reduced 2.34%
1,295 $1.37 Million
Q3 2021

Oct 21, 2021

BUY
$643.38 - $791.36 $53,400 - $65,682
83 Added 6.68%
1,326 $1.03 Million
Q2 2021

Jul 15, 2021

BUY
$563.46 - $762.32 $84,519 - $114,348
150 Added 13.72%
1,243 $845,000
Q1 2021

Apr 15, 2021

BUY
$563.0 - $883.09 $18,016 - $28,258
32 Added 3.02%
1,093 $730,000
Q4 2020

Jan 13, 2021

BUY
$388.04 - $705.67 $15,909 - $28,932
41 Added 4.02%
1,061 $748,000
Q3 2020

Oct 27, 2020

BUY
$223.93 - $498.32 $228,408 - $508,286
1,020 New
1,020 $437,000

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 $786B
  • 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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