Concentric Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.31M | Sell |
5,013
-700
| -12% | -$183K | 0.32% | 68 |
|
|
2024
Q2 | $1.13M | Hold |
5,713
| – | – | 0.29% | 67 |
|
|
2024
Q1 | $1M | Sell |
5,713
-510
| -8% | -$89.7K | 0.27% | 72 |
|
|
2023
Q4 | $1.55M | Sell |
6,223
-235
| -4% | -$58.4K | 0.45% | 63 |
|
|
2023
Q3 | $1.62M | Buy |
6,458
+250
| +4% | +$62.6K | 0.53% | 61 |
|
|
2023
Q2 | $1.63M | Sell |
6,208
-1,251
| -17% | -$327K | 0.52% | 62 |
|
|
2023
Q1 | $1.55M | Hold |
7,459
| – | – | 0.51% | 62 |
|
|
2022
Q4 | $919K | Hold |
7,459
| – | – | 0.31% | 69 |
|
|
2022
Q3 | $1.98M | Sell |
7,459
-77
| -1% | -$20.4K | 0.73% | 54 |
|
|
2022
Q2 | $1.69M | Hold |
7,536
| – | – | 0.57% | 64 |
|
|
2022
Q1 | $2.71M | Sell |
7,536
-465
| -6% | -$167K | 0.78% | 51 |
|
|
2021
Q4 | $2.82M | Sell |
8,001
-825
| -9% | -$291K | 0.79% | 51 |
|
|
2021
Q3 | $2.28M | Sell |
8,826
-420
| -5% | -$109K | 0.7% | 58 |
|
|
2021
Q2 | $2.1M | Buy |
9,246
+303
| +3% | +$68.7K | 0.64% | 60 |
|
|
2021
Q1 | $1.99M | Buy |
8,943
+3
| +0% | +$668 | 0.66% | 60 |
|
|
2020
Q4 | $2.1M | Sell |
8,940
-855
| -9% | -$201K | 0.77% | 51 |
|
|
2020
Q3 | $1.4M | Sell |
9,795
-285
| -3% | -$40.8K | 0.6% | 63 |
|
|
2020
Q2 | $726K | Sell |
10,080
-75
| -0.7% | -$5.4K | 0.34% | 67 |
|
|
2020
Q1 | $355K | Buy |
10,155
+150
| +1% | +$5.24K | 0.2% | 91 |
|
|
2019
Q4 | $279K | Buy |
+10,005
| New | +$279K | 0.12% | 110 |
|