BEACON FINANCIAL PLANNING, INC TSLA Holdings History
BEACON FINANCIAL PLANNING, INC's Tesla Inc Holding Summary
As of 2025-03-31, BEACON FINANCIAL PLANNING, INC held 17,447.00 shares of Tesla Inc(TSLA), totaling $4.52 Mil. This investment constitutes 2.6% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0% of the outstanding Tesla Inc(TSLA) stock.
The initial trade took place in 2022Q4. And since then BEACON FINANCIAL PLANNING, INC has made 4 purchases of TSLA, at an average price of $191.36, for a total of 17,483.00 shares. In addition, there have been 2 sales at an average price of $244.47 for 36.00 shares. Based on historical transaction data and TSLA's current price of $297.81, BEACON FINANCIAL PLANNING, INC's estimated gain on his TSLA holdings is $1.86 Mil, reflecting a 55.57% gain to date.
BEACON FINANCIAL PLANNING, INC TSLA ($297.81) Holding Chart
BEACON FINANCIAL PLANNING, INC TSLA ($297.81) 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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