Number of Shares
19,192.00
Current Holdings Value*
$4.97 Mil
% of Portfolio
1.62%
Total Estimate Gain
$6.04 Mil
% of Total Estimate Gain
200.26%

Gradient Capital Advisors, LLC's Tesla Inc Holding Summary

As of 2025-03-31, Gradient Capital Advisors, LLC held 19,192.00 shares of Tesla Inc(TSLA), totaling $4.97 Mil. This investment constitutes 1.62% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2020Q1. And since then Gradient Capital Advisors, LLC has made 15 purchases of TSLA, at an average price of $97.00, for a total of 31,095.00 shares. In addition, there have been 6 sales at an average price of $252.41 for 11,903.00 shares. Based on historical transaction data and TSLA's current price of $315.35, Gradient Capital Advisors, LLC's estimated gain on his TSLA holdings is $6.04 Mil, reflecting a 200.26% gain to date.

Gradient Capital Advisors, LLC TSLA ($315.35) Holding Chart

Gradient Capital Advisors, 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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