Number of Shares
23,409.00
Current Holdings Value*
$6.07 Mil
% of Portfolio
2.55%
Total Estimate Gain
$-843,114.87
% of Total Estimate Gain
-6.59%

Jessup Wealth Management, Inc's Tesla Inc Holding Summary

As of 2025-03-31, Jessup Wealth Management, Inc held 23,409.00 shares of Tesla Inc(TSLA), totaling $6.07 Mil. This investment constitutes 2.55% of their stock portfolio, and Jessup Wealth Management, Inc now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2023Q1. And since then Jessup Wealth Management, Inc has made 3 purchases of TSLA, at an average price of $285.90, for a total of 44,767.00 shares. In addition, there have been 3 sales at an average price of $198.47 for 21,358.00 shares. Based on historical transaction data and TSLA's current price of $329.65, Jessup Wealth Management, Inc's estimated gain on his TSLA holdings is $-843,114.87, reflecting a -6.59% gain to date.

Jessup Wealth Management, Inc TSLA ($329.65) Holding Chart

Jessup Wealth Management, Inc 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