Number of Shares
5,116.00
Current Holdings Value*
$1.33 Mil
% of Portfolio
0.61%
Total Estimate Gain
$1.09 Mil
% of Total Estimate Gain
29.90%

Alta Wealth Advisors LLC's Tesla Inc Holding Summary

As of 2025-03-31, Alta Wealth Advisors LLC held 5,116.00 shares of Tesla Inc(TSLA), totaling $1.33 Mil. This investment constitutes 0.61% of their stock portfolio, and Alta Wealth Advisors LLC now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2020Q4. And since then Alta Wealth Advisors LLC has made 6 purchases of TSLA, at an average price of $183.60, for a total of 19,900.00 shares. In addition, there have been 10 sales at an average price of $219.30 for 14,784.00 shares. Based on historical transaction data and TSLA's current price of $293.94, Alta Wealth Advisors LLC's estimated gain on his TSLA holdings is $1.09 Mil, reflecting a 29.90% gain to date.

Alta Wealth Advisors LLC TSLA ($293.94) Holding Chart

Alta Wealth Advisors LLC TSLA ($293.94) 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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