Concord Asset Management (Virginia)’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Buy |
8,385
+1,726
| +26% | +$548K | 0.4% | 60 |
|
|
2025
Q1 | $1.67M | Buy |
+6,659
| New | +$1.67M | 0.37% | 69 |
|
|
2024
Q1 | – | Sell |
-5,812
| Closed | -$1.44M | – | 142 |
|
|
2023
Q4 | $1.44M | Buy |
5,812
+2,207
| +61% | +$548K | 0.42% | 52 |
|
|
2023
Q3 | $902K | Buy |
3,605
+701
| +24% | +$175K | 0.3% | 56 |
|
|
2023
Q2 | $760K | Sell |
2,904
-82
| -3% | -$21.5K | 0.27% | 52 |
|
|
2023
Q1 | $619K | Buy |
+2,986
| New | +$619K | 0.25% | 50 |
|