Concord Wealth Partners’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
+2,158
| +35% | +$686K | 0.39% | 60 |
|
|
2025
Q1 | $1.61M | Buy |
6,227
+6,124
| +5,946% | +$1.59M | 0.27% | 90 |
|
|
2024
Q4 | $41.6K | Sell |
103
-1,439
| -93% | -$581K | 0.01% | 357 |
|
|
2024
Q3 | $403K | Buy |
1,542
+1,409
| +1,059% | +$369K | 0.07% | 151 |
|
|
2024
Q2 | $26.3K | Sell |
133
-1,700
| -93% | -$336K | ﹤0.01% | 390 |
|
|
2024
Q1 | $322K | Sell |
1,833
-5,082
| -73% | -$893K | 0.06% | 170 |
|
|
2023
Q4 | $1.72M | Sell |
6,915
-93
| -1% | -$23.1K | 0.34% | 63 |
|
|
2023
Q3 | $1.75M | Buy |
7,008
+184
| +3% | +$46K | 0.37% | 47 |
|
|
2023
Q2 | $1.79M | Buy |
6,824
+1,762
| +35% | +$461K | 0.38% | 46 |
|
|
2023
Q1 | $1.05M | Sell |
5,062
-480
| -9% | -$99.6K | 0.3% | 47 |
|
|
2022
Q4 | $683K | Sell |
5,542
-817
| -13% | -$101K | 0.21% | 66 |
|
|
2022
Q3 | $1.69M | Sell |
6,359
-97
| -2% | -$25.7K | 0.54% | 33 |
|
|
2022
Q2 | $1.45M | Buy |
6,456
+2,223
| +53% | +$499K | 0.4% | 40 |
|
|
2022
Q1 | $1.52M | Sell |
4,233
-51
| -1% | -$18.3K | 0.39% | 35 |
|
|
2021
Q4 | $1.51M | Buy |
4,284
+3,387
| +378% | +$1.19M | 0.37% | 34 |
|
|
2021
Q3 | $232K | Sell |
897
-3,375
| -79% | -$873K | 0.1% | 80 |
|
|
2021
Q2 | $968K | Sell |
4,272
-333
| -7% | -$75.5K | 0.28% | 33 |
|
|
2021
Q1 | $1.03M | Buy |
4,605
+4,281
| +1,321% | +$953K | 0.35% | 28 |
|
|
2020
Q4 | $76K | Buy |
+324
| New | +$76K | 0.06% | 160 |
|