Regent Peak Wealth Advisors LLC Tesla, Inc. Transaction History

Regent Peak Wealth Advisors LLC

$410 Million
Q2 2024

A detailed history of Regent Peak Wealth Advisors LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 34,770 shares of TSLA stock, worth $9.1 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

34,770

Previous 31,452 10.55%

Holding current value

$9.1 Million

Previous $5.53 Million 24.46%

% of portfolio

1.68%

Previous 1.41%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$142.05 - $197.88 $471,321 - $656,565	3,318 Added 10.55%	34,770 $6.88 Million
Q1 2024 May 01, 2024	BUY	$162.5 - $248.42 $865,637 - $1.32 Million	5,327 Added 20.39%	31,452 $5.53 Million
Q4 2023 Jan 23, 2024	BUY	$197.36 - $263.62 $227,753 - $304,217	1,154 Added 4.62%	26,125 $6.49 Million
Q3 2023 Nov 03, 2023	BUY	$215.49 - $293.34 $186,829 - $254,325	867 Added 3.6%	24,971 $6.25 Million
Q2 2023 Jul 19, 2023	BUY	$153.75 - $274.45 $631,297 - $1.13 Million	4,106 Added 20.53%	24,104 $6.31 Million
Q1 2023 Apr 24, 2023	BUY	$108.1 - $214.24 $1.55 Million - $3.08 Million	14,381 Added 256.03%	19,998 $4.15 Million
Q4 2022 Feb 08, 2023	SELL	$109.1 - $249.44 $138,011 - $315,541	-1,265 Reduced 18.38%	5,617 $691,000
Q3 2022 Nov 14, 2022	BUY	$265.25 - $927.96 $1.22 Million - $4.27 Million	4,599 Added 201.45%	6,882 $1.83 Million
Q2 2022 Aug 11, 2022	BUY	$628.16 - $1145.45 $96,108 - $175,253	153 Added 7.18%	2,283 $1.54 Million
Q1 2022 May 03, 2022	BUY	$764.04 - $1199.78 $133,707 - $209,961	175 Added 8.95%	2,130 $2.3 Million
Q4 2021 Feb 11, 2022	BUY	$775.22 - $1229.91 $160,470 - $254,591	207 Added 11.84%	1,955 $2.07 Million
Q3 2021 Nov 08, 2021	BUY	$643.38 - $791.36 $64,981 - $79,927	101 Added 6.13%	1,748 $1.36 Million
Q2 2021 Aug 16, 2021	SELL	$563.46 - $762.32 $18,030 - $24,394	-32 Reduced 1.91%	1,647 $1.13 Million
Q1 2021 Apr 28, 2021	BUY	$563.0 - $883.09 $132,868 - $208,409	236 Added 16.35%	1,679 $1.12 Million
Q4 2020 Feb 12, 2021	BUY	$388.04 - $705.67 $187,423 - $340,838	483 Added 50.31%	1,443 $1.02 Million
Q3 2020 Nov 04, 2020	BUY	$223.93 - $498.32 $214,972 - $478,387	960 New	960 $412,000

Others Institutions Holding TSLA

# of Institutions

3,376

Shares Held

1.41B

Call Options Held

157M

Put Options Held

155M

View Full List

About Tesla, Inc.

Ticker TSLA
Exchange NASDAQ
Sector Consumer Cyclical
Industry Auto Manufacturers
Shares Outstandng 3,157,750,016
Market Cap $826B
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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Regent Peak Wealth Advisors LLC Tesla, Inc. Transaction History