SkyOak Wealth, LLC TSLA Holdings History

Number of Shares
6,597.00
Current Holdings Value*
$2.66 Mil
% of Portfolio
0.57%
Total Estimate Gain
$3.03 Mil
% of Total Estimate Gain
203.99%

SkyOak Wealth, LLC's Tesla Inc Holding Summary

As of 2024-12-31, SkyOak Wealth, LLC held 6,597.00 shares of Tesla Inc(TSLA), totaling $2.66 Mil. This investment constitutes 0.57% of their stock portfolio, and SkyOak Wealth, LLC now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2019Q4. And since then SkyOak Wealth, LLC has made 8 purchases of TSLA, at an average price of $69.09, for a total of 21,496.00 shares. In addition, there have been 12 sales at an average price of $176.87 for 14,899.00 shares. Based on historical transaction data and TSLA's current price of $284.95, SkyOak Wealth, LLC's estimated gain on his TSLA holdings is $3.03 Mil, reflecting a 203.99% gain to date.

SkyOak Wealth, LLC TSLA ($284.95) Holding Chart

SkyOak Wealth, LLC TSLA ($284.95) 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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