Number of Shares
1,036.00
Current Holdings Value*
$268,490.00
% of Portfolio
0.18%
Total Estimate Gain
$234,150.32
% of Total Estimate Gain
29.17%

PANORAMIC INVESTMENT ADVISORS, LLC's Tesla Inc Holding Summary

As of 2025-03-31, PANORAMIC INVESTMENT ADVISORS, LLC held 1,036.00 shares of Tesla Inc(TSLA), totaling $268,490.00. This investment constitutes 0.18% of their stock portfolio, and PANORAMIC INVESTMENT ADVISORS, LLC now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2023Q3. And since then PANORAMIC INVESTMENT ADVISORS, LLC has made 3 purchases of TSLA, at an average price of $214.40, for a total of 3,744.00 shares. In addition, there have been 3 sales at an average price of $266.09 for 2,708.00 shares. Based on historical transaction data and TSLA's current price of $305.30, PANORAMIC INVESTMENT ADVISORS, LLC's estimated gain on his TSLA holdings is $234,150.32, reflecting a 29.17% gain to date.

PANORAMIC INVESTMENT ADVISORS, LLC TSLA ($305.30) Holding Chart

PANORAMIC INVESTMENT ADVISORS, LLC TSLA ($305.30) 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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