Polaris Wealth Advisory Group, LLC Tesla, Inc. Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 22,334 shares of TSLA stock, worth $5.62 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

22,334

Previous 6,123 264.76%

Holding current value

$5.62 Million

Previous $1.6 Million 248.81%

% of portfolio

0.43%

Previous 0.12%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$215.49 - $293.34 $3.49 Million - $4.76 Million	16,211 Added 264.76%	22,334 $5.59 Million
Q2 2023 Aug 07, 2023	SELL	$153.75 - $274.45 $2.31 Million - $4.13 Million	-15,034 Reduced 71.06%	6,123 $1.6 Million
Q1 2023 May 03, 2023	BUY	$108.1 - $214.24 $402,672 - $798,044	3,725 Added 21.37%	21,157 $4.39 Million
Q4 2022 Jan 19, 2023	SELL	$109.1 - $249.44 $1.81 Million - $4.14 Million	-16,613 Reduced 48.8%	17,432 $0
Q3 2022 Oct 12, 2022	BUY	$265.25 - $927.96 $7.08 Million - $24.8 Million	26,701 Added 363.58%	34,045 $7.59 Million

Q2 2022 Jul 12, 2022	BUY	$628.16 - $1145.45 $931,561 - $1.7 Million	1,483 Added 25.3%	7,344 $4.95 Million
Q1 2022 Apr 19, 2022	SELL	$764.04 - $1199.78 $28,269 - $44,391	-37 Reduced 0.63%	5,861 $6.2 Million
Q4 2021 Jan 26, 2022	SELL	$775.22 - $1229.91 $1.93 Million - $3.06 Million	-2,489 Reduced 29.68%	5,898 $6.23 Million
Q3 2021 Oct 18, 2021	BUY	$643.38 - $791.36 $1.52 Million - $1.87 Million	2,358 Added 39.11%	8,387 $6.66 Million
Q2 2021 Jul 23, 2021	BUY	$563.46 - $762.32 $411,889 - $557,255	731 Added 13.8%	6,029 $4.09 Million
Q1 2021 Apr 19, 2021	SELL	$563.0 - $883.09 $123,297 - $193,396	-219 Reduced 3.97%	5,298 $3.59 Million
Q4 2020 Jan 25, 2021	BUY	$388.04 - $705.67 $53,161 - $96,676	137 Added 2.55%	5,517 $4.86 Million
Q3 2020 Oct 15, 2020	BUY	$223.93 - $498.32 $830,332 - $1.85 Million	3,708 Added 221.77%	5,380 $2.29 Million
Q2 2020 Jul 13, 2020	BUY	$90.89 - $215.96 $2,363 - $5,614	26 Added 1.58%	1,672 $1.87 Million
Q1 2020 Apr 09, 2020	BUY	$72.24 - $183.48 $70,145 - $178,159	971 Added 143.85%	1,646 $863,000
Q4 2019 Jan 29, 2020	BUY	$46.29 - $86.19 $31,245 - $58,178	675 New	675 $347,000
Q3 2019 Oct 09, 2019	SELL	$42.28 - $52.98 $63,969 - $80,158	-1,513 Closed	0 $0
Q2 2019 Jul 25, 2019	BUY	$35.79 - $58.36 $17,895 - $29,180	500 Added 49.36%	1,513 $344,000
Q4 2018 Jan 17, 2019	BUY	$50.11 - $75.36 $1,503 - $2,260	30 Added 3.05%	1,013 $337,000
Q3 2018 Oct 19, 2018	BUY	$52.65 - $75.91 $51,754 - $74,619	983 New	983 $260,000
Q2 2018 Jul 09, 2018	SELL	$50.5 - $74.17 $54,439 - $79,955	-1,078 Closed	0 $0
Q1 2018 Apr 09, 2018	SELL	$51.56 - $71.48 $46,249 - $64,117	-897 Reduced 45.42%	1,078 $287,000
Q4 2017 Feb 13, 2018	BUY	$59.85 - $71.93 $118,203 - $142,061	1,975	1,975 $615,000

Others Institutions Holding TSLA

# of Institutions

3,264

Shares Held

1.33B

Call Options Held

145M

Put Options Held

185M

View Full List

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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Polaris Wealth Advisory Group, LLC Tesla, Inc. Transaction History