Mark Sheptoff Financial Planning, LLC Tesla, Inc. Transaction History

Mark Sheptoff Financial Planning, LLC

$176 Million
Q2 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 10,849 shares of TSLA stock, worth $2.83 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

10,849

Previous 11,689 7.19%

Holding current value

$2.83 Million

Previous $2.05 Million 4.48%

% of portfolio

1.22%

Previous 1.15%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$142.05 - $197.88 $119,322 - $166,219	-840 Reduced 7.19%	10,849 $2.15 Million
Q1 2024 May 10, 2024	SELL	$162.5 - $248.42 $81,412 - $124,458	-501 Reduced 4.11%	11,689 $2.05 Million
Q4 2023 Feb 09, 2024	BUY	$197.36 - $263.62 $33,551 - $44,815	170 Added 1.41%	12,190 $3.03 Million
Q3 2023 Nov 09, 2023	SELL	$215.49 - $293.34 $129,294 - $176,003	-600 Reduced 4.75%	12,020 $3.01 Million
Q2 2023 Aug 10, 2023	SELL	$153.75 - $274.45 $5,688 - $10,154	-37 Reduced 0.29%	12,620 $3.3 Million
Q1 2023 May 11, 2023	BUY	$108.1 - $214.24 $115,450 - $228,808	1,068 Added 9.22%	12,657 $2.63 Million
Q4 2022 Feb 14, 2023	SELL	$109.1 - $249.44 $1.2 Million - $2.74 Million	-10,997 Reduced 48.69%	11,589 $1.43 Million
Q3 2022 Nov 08, 2022	BUY	$265.25 - $927.96 $4.63 Million - $16.2 Million	17,444 Added 339.25%	22,586 $5.99 Million
Q2 2022 Aug 11, 2022	SELL	$628.16 - $1145.45 $12,563 - $22,909	-20 Reduced 0.39%	5,142 $3.46 Million
Q1 2022 May 12, 2022	SELL	$764.04 - $1199.78 $1.15 Million - $1.81 Million	-1,505 Reduced 22.57%	5,162 $5.56 Million
Q4 2021 Feb 11, 2022	SELL	$775.22 - $1229.91 $322,491 - $511,642	-416 Reduced 5.87%	6,667 $7.05 Million
Q2 2021 Aug 12, 2021	BUY	$563.46 - $762.32 $8,451 - $11,434	15 Added 0.21%	7,083 $4.81 Million
Q1 2021 May 11, 2021	SELL	$563.0 - $883.09 $66,997 - $105,087	-119 Reduced 1.66%	7,068 $4.72 Million
Q4 2020 Feb 11, 2021	SELL	$388.04 - $705.67 $42,684 - $77,623	-110 Reduced 1.51%	7,187 $5.07 Million
Q3 2020 Nov 12, 2020	BUY	$223.93 - $498.32 $1.14 Million - $2.54 Million	5,088 Added 230.33%	7,297 $3.13 Million
Q2 2020 Aug 10, 2020	SELL	$90.89 - $215.96 $9,089 - $21,596	-100 Reduced 4.33%	2,209 $2.39 Million
Q1 2020 May 07, 2020	SELL	$72.24 - $183.48 $15,170 - $38,530	-210 Reduced 8.34%	2,309 $1.21 Million
Q4 2019 Feb 10, 2020	BUY	$46.29 - $86.19 $48,002 - $89,379	1,037 Added 69.97%	2,519 $1.05 Million
Q2 2019 Aug 12, 2019	SELL	$35.79 - $58.36 $2,075 - $3,384	-58 Reduced 3.77%	1,482 $331,000
Q1 2018 May 08, 2018	BUY	$51.56 - $71.48 $7,734 - $10,722	150 Added 10.79%	1,540 $410,000
Q3 2017 Nov 09, 2017	BUY	$63.91 - $77.0 $88,834 - $107,030	1,390	1,390 $474,000

Others Institutions Holding TSLA

# of Institutions

3,374

Shares Held

1.41B

Call Options Held

157M

Put Options Held

155M

View Full List

About Tesla, Inc.

Ticker TSLA
Exchange NASDAQ
Sector Consumer Cyclical
Industry Auto Manufacturers
Shares Outstandng 3,157,750,016
Market Cap $823B
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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Mark Sheptoff Financial Planning, LLC Tesla, Inc. Transaction History