Number of Shares
40,793.00
Current Holdings Value*
$10.57 Mil
% of Portfolio
2.07%
Total Estimate Gain
$8.06 Mil
% of Total Estimate Gain
60.08%

STRATEGIC PLANNING GROUP, LLC's Tesla Inc Holding Summary

As of 2025-03-31, STRATEGIC PLANNING GROUP, LLC held 40,793.00 shares of Tesla Inc(TSLA), totaling $10.57 Mil. This investment constitutes 2.07% of their stock portfolio, and STRATEGIC PLANNING GROUP, LLC now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2023Q4. And since then STRATEGIC PLANNING GROUP, LLC has made 3 purchases of TSLA, at an average price of $204.12, for a total of 65,707.00 shares. In addition, there have been 2 sales at an average price of $331.87 for 24,914.00 shares. Based on historical transaction data and TSLA's current price of $323.63, STRATEGIC PLANNING GROUP, LLC's estimated gain on his TSLA holdings is $8.06 Mil, reflecting a 60.08% gain to date.

STRATEGIC PLANNING GROUP, LLC TSLA ($323.63) Holding Chart

STRATEGIC PLANNING GROUP, LLC TSLA ($323.63) 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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