Number of Shares
53,805.00
Current Holdings Value*
$17.09 Mil
% of Portfolio
2.78%
Total Estimate Gain
$8.13 Mil
% of Total Estimate Gain
46.93%

STRATEGIC PLANNING GROUP, LLC's Tesla Inc Holding Summary

As of 2025-06-30, STRATEGIC PLANNING GROUP, LLC held 53,805.00 shares of Tesla Inc(TSLA), totaling $17.09 Mil. This investment constitutes 2.78% 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 4 purchases of TSLA, at an average price of $220.07, for a total of 78,719.00 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 $319.41, STRATEGIC PLANNING GROUP, LLC's estimated gain on his TSLA holdings is $8.13 Mil, reflecting a 46.93% gain to date.

STRATEGIC PLANNING GROUP, LLC TSLA ($319.41) Holding Chart

STRATEGIC PLANNING GROUP, LLC TSLA ($319.41) 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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