Number of Shares
13,002.00
Current Holdings Value*
$3.37 Mil
% of Portfolio
0.37%
Total Estimate Gain
$774,026.49
% of Total Estimate Gain
11.57%

Falcon Wealth Planning's Tesla Inc Holding Summary

As of 2025-03-31, Falcon Wealth Planning held 13,002.00 shares of Tesla Inc(TSLA), totaling $3.37 Mil. This investment constitutes 0.37% of their stock portfolio, and Falcon Wealth Planning now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2020Q4. And since then Falcon Wealth Planning has made 13 purchases of TSLA, at an average price of $273.60, for a total of 24,460.00 shares. In addition, there have been 4 sales at an average price of $312.56 for 11,458.00 shares. Based on historical transaction data and TSLA's current price of $298.79, Falcon Wealth Planning's estimated gain on his TSLA holdings is $774,026.49, reflecting a 11.57% gain to date.

Falcon Wealth Planning TSLA ($298.79) Holding Chart

Falcon Wealth Planning TSLA ($298.79) 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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