Monterey Private Wealth, Inc. Tesla, Inc. Transaction History

Monterey Private Wealth, Inc.

$338 Million
Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Tesla, Inc. stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 11,769 shares of TSLA stock, worth $5.18 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

11,769

Previous 12,241 3.86%

Holding current value

$5.18 Million

Previous $4.94 Million 38.3%

% of portfolio

0.9%

Previous 1.63%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$222.15 - $428.22 $104,854 - $202,119	-472 Reduced 3.86%	11,769 $3.05 Million
Q4 2024 Jan 16, 2025	SELL	$213.65 - $479.86 $4,700 - $10,556	-22 Reduced 0.18%	12,241 $4.94 Million
Q3 2024 Oct 03, 2024	SELL	$191.76 - $263.26 $236,631 - $324,862	-1,234 Reduced 9.14%	12,263 $3.21 Million
Q2 2024 Jul 08, 2024	BUY	$142.05 - $197.88 $135,373 - $188,579	953 Added 7.6%	13,497 $2.67 Million
Q1 2024 Apr 09, 2024	BUY	$162.5 - $248.42 $2,112 - $3,229	13 Added 0.1%	12,544 $2.21 Million
Q4 2023 Jan 12, 2024	SELL	$197.36 - $263.62 $4,341 - $5,799	-22 Reduced 0.18%	12,531 $3.11 Million
Q3 2023 Oct 10, 2023	BUY	$215.49 - $293.34 $4,740 - $6,453	22 Added 0.18%	12,553 $3.14 Million
Q2 2023 Jul 11, 2023	BUY	$153.75 - $274.45 $15,990 - $28,542	104 Added 0.84%	12,531 $3.28 Million
Q1 2023 Apr 06, 2023	SELL	$108.1 - $214.24 $108 - $214	-1 Reduced 0.01%	12,427 $2.58 Million
Q4 2022 Jan 20, 2023	SELL	$109.1 - $249.44 $872 - $1,995	-8 Reduced 0.06%	12,428 $0
Q3 2022 Oct 11, 2022	BUY	$265.25 - $927.96 $2.21 Million - $7.73 Million	8,327 Added 202.65%	12,436 $3.34 Million
Q2 2022 Jul 13, 2022	BUY	$628.16 - $1145.45 $70,353 - $128,290	112 Added 2.8%	4,109 $2.77 Million
Q1 2022 Apr 08, 2022	BUY	$764.04 - $1199.78 $2,292 - $3,599	3 Added 0.08%	3,997 $4.37 Million
Q4 2021 Jan 18, 2022	SELL	$775.22 - $1229.91 $44,187 - $70,104	-57 Reduced 1.41%	3,994 $4.22 Million
Q3 2021 Oct 08, 2021	SELL	$643.38 - $791.36 $160,845 - $197,840	-250 Reduced 5.81%	4,051 $3.16 Million
Q1 2021 Apr 28, 2021	SELL	$563.0 - $883.09 $208,310 - $326,743	-370 Reduced 7.92%	4,301 $3.18 Million
Q4 2020 Feb 16, 2021	BUY	$388.04 - $705.67 $64,802 - $117,846	167 Added 3.71%	4,671 $3.3 Million
Q4 2020 Feb 11, 2021	SELL	$388.04 - $705.67 $64,026 - $116,435	-165 Reduced 3.53%	4,504 $1.93 Million
Q3 2020 Feb 24, 2021	BUY	$223.93 - $498.32 $861,682 - $1.92 Million	3,848 Added 468.7%	4,669 $2 Million
Q2 2020 Feb 24, 2021	SELL	$90.89 - $215.96 $9,089 - $21,596	-100 Reduced 10.86%	821 $887,000
Q1 2020 Feb 24, 2021	SELL	$72.24 - $183.48 $11,702 - $29,723	-162 Reduced 14.96%	921 $483,000
Q4 2019 Feb 24, 2021	BUY	$46.29 - $86.19 $50,132 - $93,343	1,083 New	1,083 $453,000

Others Institutions Holding TSLA

# of Institutions

4,506

Shares Held

1.54B

Call Options Held

227M

Put Options Held

293M

View Full List

About Tesla, Inc.

Ticker TSLA
Exchange NASDAQ
Sector Consumer Cyclical
Industry Auto Manufacturers
Shares Outstandng 3,157,750,016
Market Cap $1.39T
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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Monterey Private Wealth, Inc. Tesla, Inc. Transaction History