Summit Financial Strategies, Inc. Tesla, Inc. Transaction History

Summit Financial Strategies, Inc.

$998 Million
Q2 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Tesla, Inc. stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 10,698 shares of TSLA stock, worth $3.48 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

10,698

Previous 10,266 4.21%

Holding current value

$3.48 Million

Previous $2.66 Million 27.74%

% of portfolio

0.34%

Previous 0.29%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$221.86 - $362.89 $95,843 - $156,768	432 Added 4.21%	10,698 $3.4 Million
Q1 2025 May 12, 2025	SELL	$222.15 - $428.22 $112,407 - $216,679	-506 Reduced 4.7%	10,266 $2.66 Million
Q4 2024 Jan 22, 2025	BUY	$213.65 - $479.86 $282,231 - $633,895	1,321 Added 13.98%	10,772 $4.35 Million
Q3 2024 Oct 16, 2024	BUY	$191.76 - $263.26 $410,366 - $563,376	2,140 Added 29.27%	9,451 $2.47 Million
Q2 2024 Jul 19, 2024	BUY	$142.05 - $197.88 $151,993 - $211,731	1,070 Added 17.14%	7,311 $1.45 Million
Q1 2024 May 09, 2024	BUY	$162.5 - $248.42 $52,162 - $79,742	321 Added 5.42%	6,241 $1.1 Million
Q4 2023 Feb 13, 2024	SELL	$197.36 - $263.62 $40,853 - $54,569	-207 Reduced 3.38%	5,920 $1.47 Million
Q3 2023 Oct 24, 2023	BUY	$215.49 - $293.34 $53,657 - $73,041	249 Added 4.24%	6,127 $1.53 Million
Q2 2023 Jul 21, 2023	SELL	$153.75 - $274.45 $1,845 - $3,293	-12 Reduced 0.2%	5,878 $1.54 Million
Q1 2023 Apr 21, 2023	SELL	$108.1 - $214.24 $3,783 - $7,498	-35 Reduced 0.59%	5,890 $1.22 Million
Q4 2022 Jan 20, 2023	BUY	$109.1 - $249.44 $20,510 - $46,894	188 Added 3.28%	5,925 $0
Q3 2022 Oct 21, 2022	BUY	$265.25 - $927.96 $1.02 Million - $3.57 Million	3,842 Added 202.74%	5,737 $1.52 Million
Q2 2022 Jul 25, 2022	BUY	$628.16 - $1145.45 $44,599 - $81,326	71 Added 3.89%	1,895 $1.28 Million
Q1 2022 May 04, 2022	BUY	$764.04 - $1199.78 $6,112 - $9,598	8 Added 0.44%	1,824 $1.97 Million
Q4 2021 Feb 03, 2022	BUY	$775.22 - $1229.91 $3,100 - $4,919	4 Added 0.22%	1,816 $1.92 Million
Q2 2021 Aug 11, 2021	BUY	$563.46 - $762.32 $1.02 Million - $1.38 Million	1,812 New	1,812 $1.23 Million
Q1 2021 May 11, 2021	SELL	$563.0 - $883.09 $1 Million - $1.57 Million	-1,778 Closed	0 $0
Q4 2020 Feb 05, 2021	SELL	$388.04 - $705.67 $20,178 - $36,694	-52 Reduced 2.84%	1,778 $1.26 Million
Q3 2020 Nov 16, 2020	BUY	$223.93 - $498.32 $325,370 - $724,058	1,453 Added 385.41%	1,830 $785,000
Q2 2020 Jul 31, 2020	BUY	$90.89 - $215.96 $34,265 - $81,416	377 New	377 $407,000

Others Institutions Holding TSLA

# of Institutions

4,259

Shares Held

1.49B

Call Options Held

213M

Put Options Held

289M

View Full List

About Tesla, Inc.

Ticker TSLA
Exchange NASDAQ
Sector Consumer Cyclical
Industry Auto Manufacturers
Shares Outstandng 3,157,750,016
Market Cap $1.03T
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.

Account

Summit Financial Strategies, Inc. Tesla, Inc. Transaction History