A detailed history of Integrated Wealth Concepts LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 90,300 shares of TSLA stock, worth $41.7 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
90,300
Previous 82,509 9.44%
Holding current value
$41.7 Million
Previous $16.3 Million 44.72%
% of portfolio
0.3%
Previous 0.23%

Shares

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

Nov 14, 2024

BUY
$191.76 - $263.26 $1.49 Million - $2.05 Million
7,791 Added 9.44%
90,300 $23.6 Million
Q2 2024

Aug 14, 2024

BUY
$142.05 - $197.88 $13,494 - $18,798
95 Added 0.12%
82,509 $16.3 Million
Q1 2024

May 15, 2024

BUY
$162.5 - $248.42 $1.55 Million - $2.36 Million
9,520 Added 13.06%
82,414 $14.5 Million
Q4 2023

Feb 13, 2024

SELL
$197.36 - $263.62 $1.17 Million - $1.56 Million
-5,920 Reduced 7.51%
72,894 $18.1 Million
Q3 2023

Nov 15, 2023

SELL
$215.49 - $293.34 $544,974 - $741,856
-2,529 Reduced 3.11%
78,814 $19.7 Million
Q2 2023

Aug 15, 2023

BUY
$153.75 - $274.45 $1.81 Million - $3.23 Million
11,764 Added 16.91%
81,343 $21.3 Million
Q1 2023

May 03, 2023

BUY
$108.1 - $214.24 $1.81 Million - $3.58 Million
16,701 Added 31.58%
69,579 $14.4 Million
Q4 2022

Feb 13, 2023

BUY
$109.1 - $249.44 $469,893 - $1.07 Million
4,307 Added 8.87%
52,878 $6.51 Million
Q3 2022

Nov 14, 2022

BUY
$265.25 - $927.96 $9.05 Million - $31.7 Million
34,108 Added 235.83%
48,571 $12.9 Million
Q2 2022

Aug 08, 2022

BUY
$628.16 - $1145.45 $452,275 - $824,724
720 Added 5.24%
14,463 $9.74 Million
Q1 2022

May 12, 2022

BUY
$764.04 - $1199.78 $383,548 - $602,289
502 Added 3.79%
13,743 $14.8 Million
Q4 2021

Feb 15, 2022

BUY
$775.22 - $1229.91 $558,158 - $885,535
720 Added 5.75%
13,241 $14 Million
Q3 2021

Nov 15, 2021

SELL
$643.38 - $791.36 $96,507 - $118,704
-150 Reduced 1.18%
12,521 $9.71 Million
Q2 2021

Aug 13, 2021

BUY
$563.46 - $762.32 $263,135 - $356,003
467 Added 3.83%
12,671 $8.61 Million
Q1 2021

May 13, 2021

BUY
$563.0 - $883.09 $1.37 Million - $2.15 Million
2,436 Added 24.94%
12,204 $8.15 Million
Q4 2020

Feb 12, 2021

BUY
$388.04 - $705.67 $52,385 - $95,265
135 Added 1.4%
9,768 $6.89 Million
Q3 2020

Nov 13, 2020

BUY
$223.93 - $498.32 $1.8 Million - $4 Million
8,022 Added 497.95%
9,633 $4.13 Million
Q2 2020

Jul 30, 2020

SELL
$90.89 - $215.96 $10,543 - $25,051
-116 Reduced 6.72%
1,611 $1.74 Million
Q1 2020

May 18, 2020

SELL
$72.24 - $183.48 $8,090 - $20,549
-112 Reduced 6.09%
1,727 $905,000
Q4 2019

Feb 20, 2020

SELL
$46.29 - $86.19 $61,380 - $114,287
-1,326 Reduced 41.9%
1,839 $769,000
Q3 2019

Nov 15, 2019

BUY
$42.28 - $52.98 $21,520 - $26,966
509 Added 19.16%
3,165 $762,000
Q2 2019

Aug 15, 2019

BUY
$35.79 - $58.36 $54,150 - $88,298
1,513 Added 132.37%
2,656 $593,000
Q1 2019

May 15, 2019

BUY
$52.08 - $69.46 $21,769 - $29,034
418 Added 57.66%
1,143 $320,000
Q4 2018

Feb 14, 2019

SELL
$50.11 - $75.36 $1,653 - $2,486
-33 Reduced 4.35%
725 $241,000
Q3 2018

Nov 13, 2018

BUY
$52.65 - $75.91 $473 - $683
9 Added 1.2%
758 $236,000
Q2 2018

Jul 27, 2018

BUY
$50.5 - $74.17 $37,824 - $55,553
749 New
749 $251,000
Q1 2018

May 15, 2018

SELL
$51.56 - $71.48 $43,774 - $60,686
-849 Closed
0 $0
Q4 2017

May 15, 2018

BUY
$59.85 - $71.93 $50,812 - $61,068
849
849 $286,000

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 $1.46T
  • 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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