A detailed history of Montz Harcus Wealth Management LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 2,090 shares of TSLA stock, worth $514,955. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,090
Previous 2,191 4.61%
Holding current value
$514,955
Previous $544,000 32.54%
% of portfolio
0.25%
Previous 0.42%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$162.5 - $248.42 $16,412 - $25,090
-101 Reduced 4.61%
2,090 $367,000
Q4 2023

Jan 22, 2024

BUY
$197.36 - $263.62 $2,170 - $2,899
11 Added 0.5%
2,191 $544,000
Q3 2023

Nov 14, 2023

BUY
$215.49 - $293.34 $2,801 - $3,813
13 Added 0.6%
2,180 $545,000
Q1 2023

Apr 25, 2023

SELL
$108.1 - $214.24 $65,076 - $128,972
-602 Reduced 21.74%
2,167 $449,000
Q3 2022

Nov 02, 2022

BUY
$265.25 - $927.96 $489,386 - $1.71 Million
1,845 Added 199.68%
2,769 $734,000
Q2 2022

Jul 18, 2022

BUY
$628.16 - $1145.45 $628 - $1,145
1 Added 0.11%
924 $622,000
Q4 2021

Mar 24, 2022

BUY
$775.22 - $1229.91 $715,528 - $1.14 Million
923 New
923 $975,000

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 $778B
  • 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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