Regent Peak Wealth Advisors LLC TSLA Holdings History
Regent Peak Wealth Advisors LLC's Tesla Inc Holding Summary
As of 2025-03-31, Regent Peak Wealth Advisors LLC held 36,309.00 shares of Tesla Inc(TSLA), totaling $9.41 Mil. This investment constitutes 2.22% of their stock portfolio, and Regent Peak Wealth Advisors LLC now holds 0% of the outstanding Tesla Inc(TSLA) stock.
The initial trade took place in 2020Q3. And since then Regent Peak Wealth Advisors LLC has made 17 purchases of TSLA, at an average price of $254.79, for a total of 73,989.00 shares. In addition, there have been 3 sales at an average price of $328.13 for 37,680.00 shares. Based on historical transaction data and TSLA's current price of $305.30, Regent Peak Wealth Advisors LLC's estimated gain on his TSLA holdings is $4.60 Mil, reflecting a 24.39% gain to date.
Regent Peak Wealth Advisors LLC TSLA ($305.30) Holding Chart
Regent Peak Wealth 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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