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Tesla Motors shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Tesla Motors (TSLA) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Tesla Motors

Tip: Access up to 7 years of quarterly data

All positions including Tesla Motors held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tesla Motors by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $753k 4.3k 175.79
2023-12-31 $1.0M 4.1k 248.48
2023-09-30 $950k 4.3k 222.18
2023-06-30 $1.1M 4.3k 261.77
2023-03-31 $889k 4.3k 207.46
2022-12-31 $394k 3.2k 123.18
2022-09-30 $274k 1.2k 224.96
2022-06-30 $327k 406 805.42
2022-03-31 $418k 388 1077.32
2021-12-31 $435k 378 1150.79
2021-09-30 $293k 378 775.13
2021-06-30 $245k 361 678.67
2021-03-31 $227k 321 707.17
2020-09-30 $205k 511 401.17