Number of Shares
32,135.00
Current Holdings Value*
$8.11 Mil
% of Portfolio
1.55%
Total Estimate Gain
$1.20 Mil
% of Total Estimate Gain
9.61%

Accurate Wealth Management, LLC's Tesla Inc Holding Summary

As of 2025-03-31, Accurate Wealth Management, LLC held 32,135.00 shares of Tesla Inc(TSLA), totaling $8.11 Mil. This investment constitutes 1.55% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2021Q2. And since then Accurate Wealth Management, LLC has made 9 purchases of TSLA, at an average price of $267.04, for a total of 46,840.00 shares. In addition, there have been 6 sales at an average price of $239.87 for 14,705.00 shares. Based on historical transaction data and TSLA's current price of $316.90, Accurate Wealth Management, LLC's estimated gain on his TSLA holdings is $1.20 Mil, reflecting a 9.61% gain to date.

Accurate Wealth Management, LLC TSLA ($316.90) Holding Chart

Accurate Wealth Management, LLC TSLA ($316.90) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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