Concurrent Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Buy |
67,018
+10,838
| +19% | +$3.41M | 0.41% | 48 |
|
|
2025
Q1 | $14.4M | Sell |
56,180
-2,615
| -4% | -$671K | 0.35% | 58 |
|
|
2024
Q4 | $23.5M | Buy |
58,795
+12,593
| +27% | +$5.04M | 0.63% | 30 |
|
|
2024
Q3 | $11.9M | Sell |
46,202
-58,081
| -56% | -$15M | 0.35% | 66 |
|
|
2024
Q2 | $20.6M | Buy |
104,283
+10,845
| +12% | +$2.15M | 0.68% | 26 |
|
|
2024
Q1 | $6.64M | Buy |
93,438
+8,315
| +10% | +$591K | 0.27% | 89 |
|
|
2023
Q4 | $7.29M | Buy |
+85,123
| New | +$7.29M | 0.34% | 68 |
|