Axim Planning & Wealth TSLA Holdings History
Number of Shares
1,816.00
Current Holdings Value*
$470,640.00
% of Portfolio
0.42%
Total Estimate Gain
$68,559.30
% of Total Estimate Gain
7.66%
Axim Planning & Wealth's Tesla Inc Holding Summary
As of 2025-03-31, Axim Planning & Wealth held 1,816.00 shares of Tesla Inc(TSLA), totaling $470,640.00. This investment constitutes 0.42% of their stock portfolio, and Axim Planning & Wealth now holds 0% of the outstanding Tesla Inc(TSLA) stock.
The initial trade took place in 2022Q2. And since then Axim Planning & Wealth has made 3 purchases of TSLA, at an average price of $243.56, for a total of 3,677.00 shares. In addition, there have been 3 sales at an average price of $197.38 for 1,861.00 shares. Based on historical transaction data and TSLA's current price of $328.63, Axim Planning & Wealth's estimated gain on his TSLA holdings is $68,559.30, reflecting a 7.66% gain to date.
Axim Planning & Wealth TSLA ($328.63) Holding Chart
Axim Planning & Wealth TSLA ($328.63) 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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