Tesla Motors shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Tesla Motors (TSLA) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Tesla Motors
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Quarterly reported holdings in Tesla Motors by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $777k | 4.4k | 175.79 |
| 2023-09-30 | $1.2M | 4.8k | 250.22 |
| 2023-06-30 | $1.2M | 4.7k | 261.81 |
| 2023-03-31 | $971k | 4.7k | 207.48 |
| 2022-12-31 | $591k | 4.8k | 123.20 |
| 2022-09-30 | $1.3M | 4.9k | 265.29 |
| 2022-06-30 | $1.1M | 1.7k | 673.70 |
| 2022-03-31 | $1.5M | 1.4k | 1077.41 |
| 2021-12-31 | $1.2M | 1.1k | 1056.09 |
| 2021-09-30 | $852k | 1.1k | 775.25 |
| 2021-06-30 | $768k | 1.1k | 679.65 |
| 2021-03-31 | $629k | 941 | 668.44 |
| 2020-12-31 | $893k | 1.3k | 705.93 |
| 2020-09-30 | $506k | 1.2k | 428.81 |
| 2020-06-30 | $373k | 345 | 1081.16 |
| 2020-03-31 | $254k | 485 | 523.71 |
| 2019-12-31 | $226k | 21k | 10.59 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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