A detailed history of Navis Wealth Advisors, LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 2,188 shares of TSLA stock, worth $851,350. This represents 0.99% of its overall portfolio holdings.

Number of Shares
2,188
Previous 1,783 22.71%
Holding current value
$851,350
Previous $466,000 89.48%
% of portfolio
0.99%
Previous 0.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

BUY
$213.65 - $479.86 $86,528 - $194,343
405 Added 22.71%
2,188 $883,000
Q3 2024

Oct 24, 2024

BUY
$191.76 - $263.26 $87,826 - $120,573
458 Added 34.57%
1,783 $466,000
Q2 2024

Aug 02, 2024

SELL
$142.05 - $197.88 $28,410 - $39,576
-200 Reduced 13.11%
1,325 $262,000
Q1 2024

Apr 29, 2024

BUY
$162.5 - $248.42 $65,000 - $99,368
400 Added 35.56%
1,525 $268,000
Q2 2023

Jul 13, 2023

BUY
$153.75 - $274.45 $172,968 - $308,756
1,125 New
1,125 $294,000

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 $1.23T
  • 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
Track This Portfolio

Track Navis Wealth Advisors, LLC Portfolio

Follow Navis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Navis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Navis Wealth Advisors, LLC with notifications on news.