A detailed history of Phillips Wealth Planners LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 1,936 shares of TSLA stock, worth $655,510. This represents 0.41% of its overall portfolio holdings.

Number of Shares
1,936
Previous 1,899 1.95%
Holding current value
$655,510
Previous $500 Million 14.29%
% of portfolio
0.41%
Previous 0.53%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$191.76 - $263.26 $7,095 - $9,740
37 Added 1.95%
1,936 $428 Million
Q2 2024

Aug 02, 2024

BUY
$142.05 - $197.88 $5,682 - $7,915
40 Added 2.15%
1,899 $500 Million
Q1 2024

Apr 29, 2024

SELL
$162.5 - $248.42 $4,387 - $6,707
-27 Reduced 1.43%
1,859 $292 Million
Q4 2023

Feb 12, 2024

SELL
$197.36 - $263.62 $4,934 - $6,590
-25 Reduced 1.31%
1,886 $400 Million
Q3 2023

Oct 30, 2023

BUY
$215.49 - $293.34 $1,077 - $1,466
5 Added 0.26%
1,911 $421 Million
Q2 2023

Jul 26, 2023

BUY
$153.75 - $274.45 $461 - $823
3 Added 0.16%
1,906 $499 Million
Q1 2023

May 15, 2023

BUY
$108.1 - $214.24 $1,513 - $2,999
14 Added 0.74%
1,903 $308 Million
Q4 2022

Feb 14, 2023

BUY
$109.1 - $249.44 $206,089 - $471,192
1,889 New
1,889 $368 Million

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 $1.07T
  • 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 Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners 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 Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.