Institutional & Family Asset Management, LLC Tesla, Inc. Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 2,854 shares of TSLA stock, worth $1.2 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,854

Previous 2,726 4.7%

Holding current value

$1.2 Million

Previous $479,000 17.75%

% of portfolio

0.07%

Previous 0.06%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 05, 2024	BUY	$142.05 - $197.88 $18,182 - $25,328	128 Added 4.7%	2,854 $564,000
Q1 2024 May 08, 2024	BUY	$162.5 - $248.42 $175,012 - $267,548	1,077 Added 65.31%	2,726 $479,000
Q4 2023 Feb 06, 2024	SELL	$197.36 - $263.62 $23,288 - $31,107	-118 Reduced 6.68%	1,649 $409,000
Q3 2023 Nov 13, 2023	BUY	$215.49 - $293.34 $19,609 - $26,693	91 Added 5.43%	1,767 $442,000
Q2 2023 Aug 09, 2023	BUY	$153.75 - $274.45 $10,455 - $18,662	68 Added 4.23%	1,676 $438,000
Q1 2023 May 08, 2023	BUY	$108.1 - $214.24 $46,050 - $91,266	426 Added 36.04%	1,608 $333,000
Q4 2022 Feb 08, 2023	SELL	$109.1 - $249.44 $172,705 - $394,863	-1,583 Reduced 57.25%	1,182 $145,000
Q3 2022 Nov 07, 2022	BUY	$265.25 - $927.96 $513,789 - $1.8 Million	1,937 Added 233.94%	2,765 $733,000
Q2 2022 Aug 08, 2022	BUY	$628.16 - $1145.45 $10,678 - $19,472	17 Added 2.1%	828 $558,000
Q1 2022 May 11, 2022	SELL	$764.04 - $1199.78 $58,067 - $91,183	-76 Reduced 8.57%	811 $874,000
Q4 2021 Feb 14, 2022	SELL	$775.22 - $1229.91 $255,822 - $405,870	-330 Reduced 27.12%	887 $937,000
Q3 2021 Nov 10, 2021	BUY	$643.38 - $791.36 $121,598 - $149,567	189 Added 18.39%	1,217 $944,000
Q2 2021 Aug 10, 2021	BUY	$563.46 - $762.32 $15,776 - $21,344	28 Added 2.8%	1,028 $699,000
Q1 2021 May 06, 2021	BUY	$563.0 - $883.09 $24,772 - $38,855	44 Added 4.6%	1,000 $668,000
Q4 2020 Feb 03, 2021	BUY	$388.04 - $705.67 $48,505 - $88,208	125 Added 15.04%	956 $675,000
Q3 2020 Oct 30, 2020	BUY	$223.93 - $498.32 $134,805 - $299,988	602 Added 262.88%	831 $357,000
Q2 2020 Aug 14, 2020	SELL	$90.89 - $215.96 $1,545 - $3,671	-17 Reduced 6.91%	229 $247,000
Q1 2020 May 14, 2020	SELL	$72.24 - $183.48 $4,334 - $11,008	-60 Reduced 19.61%	246 $129,000
Q3 2019 Nov 14, 2019	SELL	$42.28 - $52.98 $5,242 - $6,569	-124 Reduced 28.84%	306 $74,000
Q2 2019 Aug 14, 2019	BUY	$35.79 - $58.36 $2,254 - $3,676	63 Added 17.17%	430 $96,000
Q1 2019 May 13, 2019	BUY	$52.08 - $69.46 $3,385 - $4,514	65 Added 21.52%	367 $103,000
Q4 2018 Feb 14, 2019	SELL	$50.11 - $75.36 $5,812 - $8,741	-116 Reduced 27.75%	302 $101,000
Q3 2018 Nov 13, 2018	BUY	$52.65 - $75.91 $842 - $1,214	16 Added 3.98%	418 $111,000
Q2 2018 Aug 13, 2018	SELL	$50.5 - $74.17 $1,414 - $2,076	-28 Reduced 6.51%	402 $138,000
Q1 2018 May 14, 2018	BUY	$51.56 - $71.48 $22,170 - $30,736	430 New	430 $114,000

Others Institutions Holding TSLA

# of Institutions

3,650

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 $1.33T
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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Institutional & Family Asset Management, LLC Tesla, Inc. Transaction History