Number of Shares
30,204.00
Current Holdings Value*
$7.84 Mil
% of Portfolio
8.06%
Total Estimate Gain
$-494,340.27
% of Total Estimate Gain
-4.96%

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Tesla Inc Holding Summary

As of 2025-03-31, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held 30,204.00 shares of Tesla Inc(TSLA), totaling $7.84 Mil. This investment constitutes 8.06% of their stock portfolio, and SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2024Q4. And since then SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co has made 1 purchases of TSLA, at an average price of $329.88, for a total of 30,204.00 shares. Based on historical transaction data and TSLA's current price of $313.51, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's estimated gain on his TSLA holdings is $-494,340.27, reflecting a -4.96% gain to date.

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co TSLA ($313.51) Holding Chart

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co TSLA ($313.51) 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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