A detailed history of Modern Wealth Management, LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 20,551 shares of TSLA stock, worth $9.38 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
20,551
Previous 15,043 36.62%
Holding current value
$9.38 Million
Previous $3.9 Million 67.47%
% of portfolio
0.17%
Previous 0.13%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$221.86 - $362.89 $1.22 Million - $2 Million
5,508 Added 36.62%
20,551 $6.53 Million
Q1 2025

May 30, 2025

BUY
$222.15 - $428.22 $2,665 - $5,138
12 Added 0.08%
15,043 $3.9 Million
Q1 2025

May 15, 2025

BUY
$222.15 - $428.22 $1.16 Million - $2.24 Million
5,226 Added 53.3%
15,031 $3.9 Billion
Q4 2024

May 30, 2025

SELL
$213.65 - $479.86 $1.18 Million - $2.66 Million
-5,545 Reduced 36.89%
9,486 $3.83 Million
Q4 2024

May 29, 2025

SELL
$213.65 - $479.86 $1.18 Million - $2.66 Million
-5,545 Reduced 36.89%
9,486 $3.83 Million
Q4 2024

Feb 11, 2025

BUY
$213.65 - $479.86 $233,733 - $524,966
1,094 Added 12.56%
9,805 $3.44 Billion
Q3 2024

May 30, 2025

SELL
$191.76 - $263.26 $1.21 Million - $1.67 Million
-6,336 Reduced 42.15%
8,695 $2.28 Million
Q3 2024

May 29, 2025

SELL
$191.76 - $263.26 $1.21 Million - $1.67 Million
-6,336 Reduced 42.15%
8,695 $2.28 Million
Q3 2024

Nov 05, 2024

BUY
$191.76 - $263.26 $145,929 - $200,340
761 Added 9.57%
8,711 $2.28 Billion
Q2 2024

May 29, 2025

SELL
$142.05 - $197.88 $1.01 Million - $1.4 Million
-7,081 Reduced 47.11%
7,950 $1.57 Million
Q2 2024

Aug 07, 2024

BUY
$142.05 - $197.88 $25,284 - $35,222
178 Added 2.29%
7,950 $1.57 Billion
Q1 2024

May 28, 2025

SELL
$162.5 - $248.42 $1.17 Million - $1.78 Million
-7,175 Reduced 47.73%
7,856 $1.38 Billion
Q1 2024

May 13, 2024

BUY
$162.5 - $248.42 $113,912 - $174,142
701 Added 9.91%
7,772 $1.31 Billion
Q4 2023

May 28, 2025

SELL
$197.36 - $263.62 $1.55 Million - $2.06 Million
-7,832 Reduced 52.11%
7,199 $1.79 Billion
Q4 2023

Feb 14, 2024

BUY
$197.36 - $263.62 $1.4 Million - $1.86 Million
7,071 New
7,071 $1.76 Billion

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 $1.44T
  • 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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