A detailed history of Essex Private Wealth Management, LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 1,973 shares of TSLA stock, worth $415,770. This represents 1.12% of its overall portfolio holdings.

Number of Shares
1,973
Previous 1,855 6.36%
Holding current value
$415,770
Previous $326,000 19.63%
% of portfolio
1.12%
Previous 1.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$142.05 - $197.88 $16,761 - $23,349
118 Added 6.36%
1,973 $390,000
Q1 2024

Apr 22, 2024

BUY
$162.5 - $248.42 $25,025 - $38,256
154 Added 9.05%
1,855 $326,000
Q3 2023

Oct 24, 2023

BUY
$215.49 - $293.34 $861 - $1,173
4 Added 0.24%
1,701 $425,000
Q2 2023

Jul 31, 2023

SELL
$153.75 - $274.45 $153 - $274
-1 Reduced 0.06%
1,697 $444,000
Q1 2023

May 01, 2023

BUY
$108.1 - $214.24 $972 - $1,928
9 Added 0.53%
1,698 $352,000
Q3 2022

Nov 14, 2022

BUY
$265.25 - $927.96 $298,671 - $1.04 Million
1,126 Added 200.0%
1,689 $448,000
Q2 2022

Aug 11, 2022

BUY
$628.16 - $1145.45 $14,447 - $26,345
23 Added 4.26%
563 $379,000
Q1 2022

May 16, 2022

SELL
$764.04 - $1199.78 $98,561 - $154,771
-129 Reduced 19.28%
540 $582,000
Q4 2021

Feb 09, 2022

BUY
$775.22 - $1229.91 $63,568 - $100,852
82 Added 13.97%
669 $707,000
Q3 2021

Nov 15, 2021

SELL
$643.38 - $791.36 $6,433 - $7,913
-10 Reduced 1.68%
587 $455,000
Q2 2021

Aug 09, 2021

SELL
$563.46 - $762.32 $2,817 - $3,811
-5 Reduced 0.83%
597 $406,000
Q1 2021

May 17, 2021

SELL
$563.0 - $883.09 $2,252 - $3,532
-4 Reduced 0.66%
602 $402,000
Q4 2020

Feb 12, 2021

SELL
$388.04 - $705.67 $69,847 - $127,020
-180 Reduced 22.9%
606 $427,000
Q3 2020

Nov 10, 2020

BUY
$223.93 - $498.32 $176,008 - $391,679
786 New
786 $337,000

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 $665B
  • 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 Essex Private Wealth Management, LLC Portfolio

Follow Essex Private 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 Essex Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Essex Private Wealth Management, LLC with notifications on news.