Concentric Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.13M | Hold |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.63M | Sell |
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|
2023
Q1 | $1.55M | Hold |
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|
2022
Q4 | $919K | Hold |
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|
2022
Q3 | $1.98M | Sell |
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|
2022
Q2 | $1.69M | Hold |
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|
2022
Q1 | $2.71M | Sell |
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|
2021
Q4 | $2.82M | Sell |
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|
2021
Q3 | $2.28M | Sell |
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|
2021
Q2 | $2.1M | Buy |
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|
2021
Q1 | $1.99M | Buy |
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|
2020
Q4 | $2.1M | Sell |
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|
2020
Q3 | $1.4M | Sell |
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|
2020
Q2 | $726K | Sell |
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|
2020
Q1 | $355K | Buy |
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|
2019
Q4 | $279K | Buy |
|