Number of Shares
17,447.00
Current Holdings Value*
$4.52 Mil
% of Portfolio
2.6%
Total Estimate Gain
$1.86 Mil
% of Total Estimate Gain
55.57%

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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