A detailed history of Phoenix Wealth Advisors transactions in Tesla, Inc. stock. As of the latest transaction made, Phoenix Wealth Advisors holds 2,150 shares of TSLA stock, worth $540,768. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,150
Previous 2,699 20.34%
Holding current value
$540,768
Previous $670,000 43.73%
% of portfolio
0.23%
Previous 0.47%

Shares

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

Apr 26, 2024

SELL
$162.5 - $248.42 $89,212 - $136,382
-549 Reduced 20.34%
2,150 $377,000
Q4 2023

Jan 30, 2024

SELL
$197.36 - $263.62 $8,881 - $11,862
-45 Reduced 1.64%
2,699 $670,000
Q3 2023

Nov 06, 2023

SELL
$215.49 - $293.34 $3,447 - $4,693
-16 Reduced 0.58%
2,744 $686,000
Q2 2023

Jul 13, 2023

SELL
$153.75 - $274.45 $17,681 - $31,561
-115 Reduced 4.0%
2,760 $722,000
Q1 2023

May 05, 2023

BUY
$108.1 - $214.24 $31,565 - $62,558
292 Added 11.3%
2,875 $596,000
Q4 2022

Feb 06, 2023

SELL
$109.1 - $249.44 $172,487 - $394,364
-1,581 Reduced 37.97%
2,583 $318,000
Q3 2022

Nov 07, 2022

BUY
$265.25 - $927.96 $701,586 - $2.45 Million
2,645 Added 174.13%
4,164 $1.11 Million
Q2 2022

Aug 01, 2022

BUY
$628.16 - $1145.45 $954,175 - $1.74 Million
1,519 New
1,519 $1.02 Million
Q1 2022

May 02, 2022

SELL
$764.04 - $1199.78 $1.98 Million - $3.11 Million
-2,596 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$775.22 - $1229.91 $216,286 - $343,144
-279 Reduced 9.7%
2,596 $2.74 Million
Q3 2021

Nov 15, 2021

SELL
$643.38 - $791.36 $164,061 - $201,796
-255 Reduced 8.15%
2,875 $2.23 Million
Q2 2021

Jul 23, 2021

SELL
$563.46 - $762.32 $218,059 - $295,017
-387 Reduced 11.0%
3,130 $2.06 Million
Q1 2021

Apr 12, 2021

BUY
$563.0 - $883.09 $28,150 - $44,154
50 Added 1.44%
3,517 $2.33 Million
Q4 2020

Feb 05, 2021

BUY
$388.04 - $705.67 $1.35 Million - $2.45 Million
3,467 New
3,467 $2.45 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 $794B
  • 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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