A detailed history of Encompass Wealth Advisors, LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 1,442 shares of TSLA stock, worth $583,433. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,442
Previous 1,562 7.68%
Holding current value
$583,433
Previous $408,000 42.65%
% of portfolio
0.24%
Previous 0.15%

Shares

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

Jan 27, 2025

SELL
$213.65 - $479.86 $25,638 - $57,583
-120 Reduced 7.68%
1,442 $582,000
Q2 2024

Aug 08, 2024

SELL
$142.05 - $197.88 $4,545 - $6,332
-32 Reduced 2.01%
1,562 $309,000
Q1 2024

May 10, 2024

SELL
$162.5 - $248.42 $98,475 - $150,542
-606 Reduced 27.55%
1,594 $280,000
Q4 2023

Feb 13, 2024

SELL
$197.36 - $263.62 $9,868 - $13,181
-50 Reduced 2.22%
2,200 $546,000
Q3 2023

Nov 07, 2023

BUY
$215.49 - $293.34 $42,020 - $57,201
195 Added 9.49%
2,250 $562,000
Q2 2023

Aug 09, 2023

SELL
$153.75 - $274.45 $42,588 - $76,022
-277 Reduced 11.88%
2,055 $537,000
Q1 2023

May 04, 2023

BUY
$108.1 - $214.24 $4,972 - $9,855
46 Added 2.01%
2,332 $483,000
Q4 2022

Feb 01, 2023

BUY
$109.1 - $249.44 $9,600 - $21,950
88 Added 4.0%
2,286 $281,000
Q3 2022

Oct 28, 2022

BUY
$265.25 - $927.96 $385,143 - $1.35 Million
1,452 Added 194.64%
2,198 $583,000
Q2 2022

Aug 03, 2022

BUY
$628.16 - $1145.45 $74,122 - $135,163
118 Added 18.79%
746 $502,000
Q1 2022

Apr 28, 2022

BUY
$764.04 - $1199.78 $275,054 - $431,920
360 Added 134.33%
628 $676,000
Q4 2021

Jan 20, 2022

SELL
$775.22 - $1229.91 $657,386 - $1.04 Million
-848 Reduced 75.99%
268 $283,000
Q1 2021

May 25, 2021

BUY
$563.0 - $883.09 $501,633 - $786,833
891 Added 396.0%
1,116 $751,000
Q4 2020

Mar 09, 2021

SELL
$388.04 - $705.67 $303,835 - $552,539
-783 Reduced 77.68%
225 $159,000
Q4 2020

Mar 09, 2021

BUY
$388.04 - $705.67 $391,144 - $711,315
1,008 New
1,008 $711,000

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
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