A detailed history of Investments & Financial Planning, LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 5,506 shares of TSLA stock, worth $1.86 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
5,506
Previous 5,506 -0.0%
Holding current value
$1.86 Million
Previous $1.09 Million 32.23%
% of portfolio
0.91%
Previous 0.73%

Shares

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

Jul 18, 2024

BUY
$142.05 - $197.88 $25,569 - $35,618
180 Added 3.38%
5,506 $1.09 Million
Q1 2024

May 03, 2024

BUY
$162.5 - $248.42 $117,000 - $178,862
720 Added 15.63%
5,326 $936,000
Q3 2023

Oct 18, 2023

BUY
$215.49 - $293.34 $646 - $880
3 Added 0.07%
4,606 $1.15 Million
Q2 2023

Jul 18, 2023

SELL
$153.75 - $274.45 $5,535 - $9,880
-36 Reduced 0.78%
4,603 $1.2 Million
Q1 2023

May 02, 2023

BUY
$108.1 - $214.24 $864 - $1,713
8 Added 0.17%
4,639 $962,000
Q4 2022

Feb 28, 2023

BUY
$109.1 - $249.44 $355,011 - $811,677
3,254 Added 236.31%
4,631 $570,000
Q2 2022

Aug 11, 2022

SELL
$628.16 - $1145.45 $23,870 - $43,527
-38 Reduced 2.69%
1,377 $927,000
Q1 2022

May 09, 2022

BUY
$764.04 - $1199.78 $24,449 - $38,392
32 Added 2.31%
1,415 $1.53 Million
Q4 2021

Feb 11, 2022

BUY
$775.22 - $1229.91 $1.07 Million - $1.7 Million
1,383 New
1,383 $1.25 Million

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 $1.07T
  • 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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