Falcon Wealth Planning TSLA Holdings History
Falcon Wealth Planning's Tesla Inc Holding Summary
As of 2025-06-30, Falcon Wealth Planning held 11,836.00 shares of Tesla Inc(TSLA), totaling $3.76 Mil. This investment constitutes 0.38% 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 5 sales at an average price of $311.46 for 12,624.00 shares. Based on historical transaction data and TSLA's current price of $329.65, Falcon Wealth Planning's estimated gain on his TSLA holdings is $1.14 Mil, reflecting a 17.06% gain to date.
Falcon Wealth Planning TSLA ($329.65) Holding Chart
Falcon Wealth Planning 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
