Schwab S&P 500 Index Portfolio TSLA Holdings History
Schwab S&P 500 Index Portfolio's Tesla Inc Holding Summary
As of 2025-03-31, SCHWAB ANNUITY PORTFOLIOS held 144,541.00 shares of Tesla Inc(TSLA), totaling $37.46 Mil. This investment constitutes 1.52% of their stock portfolio, and SCHWAB ANNUITY PORTFOLIOS now holds 0% of the outstanding Tesla Inc(TSLA) stock.
The initial trade took place in 2022Q1. And since then Schwab S&P 500 Index Portfolio has made 8 purchases of TSLA, at an average price of $258.04, for a total of 225,651.00 shares. In addition, there have been 4 sales at an average price of $202.89 for 81,110.00 shares. Based on historical transaction data and TSLA's current price of $331.59, Schwab S&P 500 Index Portfolio's estimated gain on his TSLA holdings is $6.16 Mil, reflecting a 10.58% gain to date.
Schwab S&P 500 Index Portfolio TSLA ($331.59) Holding Chart
Schwab S&P 500 Index Portfolio TSLA ($331.59) 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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