SUMMIT WEALTH & RETIREMENT PLANNING, INC. TSLA Holdings History
SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Tesla Inc Holding Summary
As of 2025-03-31, SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 4,756.00 shares of Tesla Inc(TSLA), totaling $1.23 Mil. This investment constitutes 0.38% of their stock portfolio, and SUMMIT WEALTH & RETIREMENT PLANNING, INC. now holds 0% of the outstanding Tesla Inc(TSLA) stock.
The initial trade took place in 2020Q3. And since then SUMMIT WEALTH & RETIREMENT PLANNING, INC. has made 7 purchases of TSLA, at an average price of $214.67, for a total of 9,474.00 shares. In addition, there have been 5 sales at an average price of $210.88 for 4,718.00 shares. Based on historical transaction data and TSLA's current price of $313.51, SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s estimated gain on his TSLA holdings is $452,253.92, reflecting a 22.24% gain to date.
SUMMIT WEALTH & RETIREMENT PLANNING, INC. TSLA ($313.51) Holding Chart
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 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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