Holistic Financial Partners Tesla, Inc. Transaction History

Holistic Financial Partners

$205 Million
Q3 2024

A detailed history of Holistic Financial Partners transactions in Tesla, Inc. stock. As of the latest transaction made, Holistic Financial Partners holds 4,055 shares of TSLA stock, worth $1.38 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

4,055

Previous 4,015 1.0%

Holding current value

$1.38 Million

Previous $794,000 33.63%

% of portfolio

0.52%

Previous 0.42%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$191.76 - $263.26 $7,670 - $10,530	40 Added 1.0%	4,055 $1.06 Million
Q2 2024 Jul 30, 2024	SELL	$142.05 - $197.88 $7,528 - $10,487	-53 Reduced 1.3%	4,015 $794,000
Q1 2024 May 08, 2024	BUY	$162.5 - $248.42 $32,175 - $49,187	198 Added 5.12%	4,068 $715,000
Q4 2023 Feb 12, 2024	SELL	$197.36 - $263.62 $425,508 - $568,364	-2,156 Reduced 35.78%	3,870 $961,000
Q3 2023 Nov 08, 2023	BUY	$215.49 - $293.34 $18,963 - $25,813	88 Added 1.48%	6,026 $1.51 Million
Q2 2023 Aug 09, 2023	BUY	$153.75 - $274.45 $24,600 - $43,912	160 Added 2.77%	5,938 $1.55 Million
Q1 2023 May 04, 2023	BUY	$108.1 - $214.24 $41,078 - $81,411	380 Added 7.04%	5,778 $1.2 Million
Q4 2022 Feb 07, 2023	BUY	$109.1 - $249.44 $327 - $748	3 Added 0.06%	5,398 $664,000
Q3 2022 Nov 09, 2022	BUY	$265.25 - $927.96 $1.14 Million - $4 Million	4,313 Added 398.61%	5,395 $1.43 Million
Q2 2022 Aug 02, 2022	SELL	$628.16 - $1145.45 $637,582 - $1.16 Million	-1,015 Reduced 48.4%	1,082 $729,000
Q1 2022 May 13, 2022	BUY	$764.04 - $1199.78 $90,920 - $142,773	119 Added 6.02%	2,097 $2.26 Million
Q4 2021 Feb 11, 2022	SELL	$775.22 - $1229.91 $35,660 - $56,575	-46 Reduced 2.27%	1,978 $2.09 Million
Q3 2021 Nov 12, 2021	SELL	$643.38 - $791.36 $123,528 - $151,941	-192 Reduced 8.66%	2,024 $1.57 Million
Q2 2021 Aug 13, 2021	BUY	$563.46 - $762.32 $14,649 - $19,820	26 Added 1.19%	2,216 $1.51 Million
Q1 2021 May 11, 2021	BUY	$563.0 - $883.09 $102,466 - $160,722	182 Added 9.06%	2,190 $1.46 Million
Q4 2020 Feb 10, 2021	BUY	$388.04 - $705.67 $59,370 - $107,967	153 Added 8.25%	2,008 $1.42 Million
Q3 2020 Nov 13, 2020	BUY	$223.93 - $498.32 $369,932 - $823,224	1,652 Added 813.79%	1,855 $797,000
Q2 2020 Aug 13, 2020	BUY	$90.89 - $215.96 $18,450 - $43,839	203 New	203 $219,000
Q2 2018 Aug 14, 2018	SELL	$50.5 - $74.17 $1,515 - $2,225	-30 Closed	0 $0
Q1 2018 May 14, 2018	SELL	$51.56 - $71.48 $2,887 - $4,002	-56 Reduced 65.12%	30 $8,000
Q4 2017 Feb 09, 2018	BUY	$59.85 - $71.93 $5,147 - $6,185	86	86 $27,000

Others Institutions Holding TSLA

# of Institutions

3,638

Shares Held

1.4B

Call Options Held

179M

Put Options Held

191M

View Full List

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

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Holistic Financial Partners Tesla, Inc. Transaction History