A detailed history of Cassady Schiller Wealth Management, LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 602 shares of TSLA stock, worth $204,463. This represents 0.06% of its overall portfolio holdings.

Number of Shares
602
Previous 536 12.31%
Holding current value
$204,463
Previous $106,000 48.11%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Nov 06, 2024

BUY
$191.76 - $263.26 $12,656 - $17,375
66 Added 12.31%
602 $157,000
Q1 2024

May 13, 2024

BUY
$162.5 - $248.42 $9,750 - $14,905
60 Added 12.61%
536 $94,000
Q2 2023

Aug 10, 2023

SELL
$153.75 - $274.45 $25,368 - $45,284
-165 Reduced 25.74%
476 $124,000
Q1 2023

May 12, 2023

SELL
$108.1 - $214.24 $56,968 - $112,904
-527 Reduced 45.12%
641 $132,000
Q4 2022

Feb 13, 2023

BUY
$109.1 - $249.44 $27,275 - $62,360
250 Added 27.23%
1,168 $143,000
Q3 2022

Nov 09, 2022

BUY
$265.25 - $927.96 $243,499 - $851,867
918 New
918 $243,000
Q1 2022

May 12, 2022

SELL
$764.04 - $1199.78 $118,426 - $185,965
-155 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$775.22 - $1229.91 $120,159 - $190,636
155 New
155 $164,000

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 $1.07T
  • 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 Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, 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 Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.