Circle Wealth Management, LLC TSLA Holdings History
Circle Wealth Management, LLC's Tesla Inc Holding Summary
As of 2025-03-31, Circle Wealth Management, LLC held 14,753.00 shares of Tesla Inc(TSLA), totaling $3.82 Mil. This investment constitutes 0.09% of their stock portfolio, and Circle Wealth Management, LLC now holds 0% of the outstanding Tesla Inc(TSLA) stock.
The initial trade took place in 2019Q4. And since then Circle Wealth Management, LLC has made 11 purchases of TSLA, at an average price of $142.22, for a total of 32,724.00 shares. In addition, there have been 11 sales at an average price of $284.15 for 17,971.00 shares. Based on historical transaction data and TSLA's current price of $315.35, Circle Wealth Management, LLC's estimated gain on his TSLA holdings is $5.10 Mil, reflecting a 109.69% gain to date.
Circle Wealth Management, LLC TSLA ($315.35) Holding Chart
Circle Wealth Management, LLC TSLA ($315.35) 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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