A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Tesla, Inc. stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 2,828 shares of TSLA stock, worth $1.36 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,828
Previous 2,898 2.42%
Holding current value
$1.36 Million
Previous $573,000 28.97%
% of portfolio
0.25%
Previous 0.2%

Shares

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

Nov 01, 2024

SELL
$191.76 - $263.26 $13,423 - $18,428
-70 Reduced 2.42%
2,828 $739,000
Q2 2024

Aug 06, 2024

SELL
$142.05 - $197.88 $10,511 - $14,643
-74 Reduced 2.49%
2,898 $573,000
Q1 2024

May 09, 2024

SELL
$162.5 - $248.42 $24,212 - $37,014
-149 Reduced 4.77%
2,972 $522,000
Q4 2023

Feb 01, 2024

BUY
$197.36 - $263.62 $7,894 - $10,544
40 Added 1.3%
3,121 $775,000
Q2 2023

Jul 26, 2023

SELL
$153.75 - $274.45 $216,326 - $386,151
-1,407 Reduced 31.35%
3,081 $806,000
Q1 2023

May 11, 2023

BUY
$108.1 - $214.24 $308,733 - $611,869
2,856 Added 175.0%
4,488 $931,000
Q3 2022

Nov 10, 2022

BUY
$265.25 - $927.96 $288,592 - $1.01 Million
1,088 Added 200.0%
1,632 $433,000
Q2 2022

Aug 02, 2022

BUY
$628.16 - $1145.45 $341,719 - $623,124
544 New
544 $366,000
Q2 2021

Aug 13, 2021

SELL
$563.46 - $762.32 $566,840 - $766,893
-1,006 Closed
0 $0
Q1 2021

May 10, 2021

BUY
$563.0 - $883.09 $36,595 - $57,400
65 Added 6.91%
1,006 $672,000
Q4 2020

Feb 09, 2021

BUY
$388.04 - $705.67 $130,769 - $237,810
337 Added 55.79%
941 $664,000
Q3 2020

Nov 10, 2020

BUY
$223.93 - $498.32 $135,253 - $300,985
604 New
604 $259,000

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 $1.52T
  • 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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