Number of Shares
13,240.00
Current Holdings Value*
$3.43 Mil
% of Portfolio
1.34%
Total Estimate Gain
$2.86 Mil
% of Total Estimate Gain
124.78%

Bell & Brown Wealth Advisors, LLC's Tesla Inc Holding Summary

As of 2025-03-31, Bell & Brown Wealth Advisors, LLC held 13,240.00 shares of Tesla Inc(TSLA), totaling $3.43 Mil. This investment constitutes 1.34% of their stock portfolio, and Bell & Brown Wealth Advisors, LLC now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2019Q4. And since then Bell & Brown Wealth Advisors, LLC has made 8 purchases of TSLA, at an average price of $130.03, for a total of 17,623.00 shares. In addition, there have been 9 sales at an average price of $179.47 for 4,383.00 shares. Based on historical transaction data and TSLA's current price of $329.65, Bell & Brown Wealth Advisors, LLC's estimated gain on his TSLA holdings is $2.86 Mil, reflecting a 124.78% gain to date.

Bell & Brown Wealth Advisors, LLC TSLA ($329.65) Holding Chart

Bell & Brown Wealth Advisors, LLC TSLA ($329.65) 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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