CWM
Concentrum Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.41M | Sell |
20,180
-520
| -3% | -$165K | 2.01% | 12 |
|
|
2025
Q1 | $5.36M | Sell |
20,700
-29
| -0.1% | -$7.52K | 1.99% | 10 |
|
|
2024
Q4 | $8.37M | Buy |
20,729
+639
| +3% | +$258K | 2.94% | 6 |
|
|
2024
Q3 | $5.26M | Buy |
20,090
+169
| +0.8% | +$44.2K | 2.05% | 10 |
|
|
2024
Q2 | $3.94M | Sell |
19,921
-1,808
| -8% | -$358K | 1.66% | 14 |
|
|
2024
Q1 | $3.82M | Sell |
21,729
-872
| -4% | -$153K | 1.76% | 14 |
|
|
2023
Q4 | $5.62M | Sell |
22,601
-145
| -0.6% | -$36K | 2.93% | 9 |
|
|
2023
Q3 | $5.69M | Buy |
22,746
+586
| +3% | +$147K | 3.44% | 6 |
|
|
2023
Q2 | $5.8M | Buy |
22,160
+357
| +2% | +$93.5K | 3.71% | 7 |
|
|
2023
Q1 | $4.52M | Sell |
21,803
-280
| -1% | -$58.1K | 3.36% | 6 |
|
|
2022
Q4 | $2.72M | Buy |
22,083
+2,953
| +15% | +$364K | 2.43% | 9 |
|
|
2022
Q3 | $5.07M | Buy |
19,130
+13,141
| +219% | +$3.49M | 4.42% | 4 |
|
|
2022
Q2 | $4.03M | Buy |
5,989
+297
| +5% | +$200K | 3.31% | 8 |
|
|
2022
Q1 | $6.13M | Buy |
5,692
+581
| +11% | +$626K | 3.82% | 6 |
|
|
2021
Q4 | $5.4M | Buy |
5,111
+362
| +8% | +$383K | 2.82% | 10 |
|
|
2021
Q3 | $3.68M | Sell |
4,749
-1
| -0% | -$776 | 2.31% | 11 |
|
|
2021
Q2 | $3.23M | Sell |
4,750
-560
| -11% | -$381K | 2.07% | 11 |
|
|
2021
Q1 | $3.55M | Buy |
5,310
+97
| +2% | +$64.8K | 2.68% | 10 |
|
|
2020
Q4 | $3.68M | Buy |
5,213
+25
| +0.5% | +$17.6K | 2.91% | 9 |
|
|
2020
Q3 | $2.23M | Buy |
5,188
+4,386
| +547% | +$1.88M | 2.13% | 11 |
|
|
2020
Q2 | $866K | Sell |
802
-55
| -6% | -$59.4K | 0.88% | 17 |
|
|
2020
Q1 | $449K | Buy |
857
+244
| +40% | +$128K | 0.6% | 22 |
|
|
2019
Q4 | $256K | Buy |
+613
| New | +$256K | 0.29% | 36 |
|
|
2019
Q1 | – | Sell |
-611
| Closed | -$203K | – | 40 |
|
|
2018
Q4 | $203K | Buy |
+611
| New | +$203K | 0.35% | 26 |
|