A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 1,439 shares of TSLA stock, worth $346,324. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,439
Previous 1,759 18.19%
Holding current value
$346,324
Previous $309,000 8.09%
% of portfolio
0.23%
Previous 0.21%

Shares

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

Aug 09, 2024

SELL
$142.05 - $197.88 $45,456 - $63,321
-320 Reduced 18.19%
1,439 $284,000
Q1 2024

Apr 26, 2024

SELL
$162.5 - $248.42 $34,125 - $52,168
-210 Reduced 10.67%
1,759 $309,000
Q4 2023

Jan 31, 2024

SELL
$197.36 - $263.62 $82,496 - $110,193
-418 Reduced 17.51%
1,969 $489,000
Q3 2023

Nov 06, 2023

BUY
$215.49 - $293.34 $12,929 - $17,600
60 Added 2.58%
2,387 $597,000
Q2 2023

Aug 07, 2023

BUY
$153.75 - $274.45 $1,537 - $2,744
10 Added 0.43%
2,327 $609,000
Q1 2023

May 04, 2023

BUY
$108.1 - $214.24 $11,891 - $23,566
110 Added 4.98%
2,317 $480,000
Q4 2022

Feb 02, 2023

BUY
$109.1 - $249.44 $5,455 - $12,472
50 Added 2.32%
2,207 $271,000
Q3 2022

Nov 10, 2022

BUY
$265.25 - $927.96 $382,755 - $1.34 Million
1,443 Added 202.1%
2,157 $491,000
Q2 2022

Aug 08, 2022

BUY
$628.16 - $1145.45 $37,689 - $68,727
60 Added 9.17%
714 $481,000
Q1 2022

Apr 25, 2022

BUY
$764.04 - $1199.78 $6,112 - $9,598
8 Added 1.24%
654 $705,000
Q4 2021

Feb 10, 2022

BUY
$775.22 - $1229.91 $500,792 - $794,521
646 New
646 $683,000

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 $760B
  • 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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