Number of Shares
12,966.00
Current Holdings Value*
$3.36 Mil
% of Portfolio
2.35%
Total Estimate Gain
$80,757.23
% of Total Estimate Gain
1.68%

Clay Northam Wealth Management, LLC's Tesla Inc Holding Summary

As of 2025-03-31, Clay Northam Wealth Management, LLC held 12,966.00 shares of Tesla Inc(TSLA), totaling $3.36 Mil. This investment constitutes 2.35% of their stock portfolio, and Clay Northam Wealth Management, LLC now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2021Q4. And since then Clay Northam Wealth Management, LLC has made 8 purchases of TSLA, at an average price of $306.48, for a total of 15,667.00 shares. In addition, there have been 4 sales at an average price of $302.60 for 2,701.00 shares. Based on historical transaction data and TSLA's current price of $313.51, Clay Northam Wealth Management, LLC's estimated gain on his TSLA holdings is $80,757.23, reflecting a 1.68% gain to date.

Clay Northam Wealth Management, LLC TSLA ($313.51) Holding Chart

Clay Northam Wealth Management, LLC TSLA ($313.51) 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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