Concord Wealth Partners Tesla, Inc. Transaction History

Concord Wealth Partners

$673 Million
Q2 2025

A detailed history of Concord Wealth Partners transactions in Tesla, Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 8,385 shares of TSLA stock, worth $3.71 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

8,385

Previous 6,227 34.66%

Holding current value

$3.71 Million

Previous $1.61 Million 65.1%

% of portfolio

0.4%

Previous 0.27%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$221.86 - $362.89 $478,773 - $783,116	2,158 Added 34.66%	8,385 $2.66 Million
Q1 2025 May 02, 2025	BUY	$222.15 - $428.22 $1.36 Million - $2.62 Million	6,124 Added 5945.63%	6,227 $1.61 Million
Q4 2024 Jan 23, 2025	SELL	$213.65 - $479.86 $307,442 - $690,518	-1,439 Reduced 93.32%	103 $41,000
Q3 2024 Oct 24, 2024	BUY	$191.76 - $263.26 $270,189 - $370,933	1,409 Added 1059.4%	1,542 $403,000
Q2 2024 Jul 31, 2024	SELL	$142.05 - $197.88 $241,485 - $336,396	-1,700 Reduced 92.74%	133 $26,000
Q1 2024 Apr 30, 2024	SELL	$162.5 - $248.42 $825,825 - $1.26 Million	-5,082 Reduced 73.49%	1,833 $322,000
Q4 2023 Apr 30, 2024	SELL	$197.36 - $263.62 $18,354 - $24,516	-93 Reduced 1.33%	6,915 $1.72 Million
Q4 2023 Feb 05, 2024	SELL	$197.36 - $263.62 $18,354 - $24,516	-93 Reduced 1.33%	6,915 $1.72 Million
Q3 2023 Apr 30, 2024	BUY	$215.49 - $293.34 $20,040 - $27,280	93 Added 1.34%	7,008 $1.75 Million
Q3 2023 Oct 25, 2023	BUY	$215.49 - $293.34 $39,650 - $53,974	184 Added 2.7%	7,008 $1.75 Million
Q2 2023 Aug 07, 2023	BUY	$153.75 - $274.45 $270,907 - $483,580	1,762 Added 34.81%	6,824 $1.79 Million
Q1 2023 Apr 26, 2023	SELL	$108.1 - $214.24 $51,888 - $102,835	-480 Reduced 8.66%	5,062 $1.05 Million
Q4 2022 Jan 27, 2023	SELL	$109.1 - $249.44 $89,134 - $203,792	-817 Reduced 12.85%	5,542 $682,000
Q3 2022 Nov 10, 2022	BUY	$265.25 - $927.96 $1.12 Million - $3.9 Million	4,207 Added 195.49%	6,359 $1.69 Million
Q2 2022 Aug 04, 2022	BUY	$628.16 - $1145.45 $465,466 - $848,778	741 Added 52.52%	2,152 $1.45 Million
Q1 2022 Apr 20, 2022	SELL	$764.04 - $1199.78 $12,988 - $20,396	-17 Reduced 1.19%	1,411 $1.52 Million
Q4 2021 Jan 21, 2022	BUY	$775.22 - $1229.91 $875,223 - $1.39 Million	1,129 Added 377.59%	1,428 $1.51 Million
Q3 2021 Nov 09, 2021	SELL	$643.38 - $791.36 $723,802 - $890,280	-1,125 Reduced 79.0%	299 $232,000
Q2 2021 Jul 29, 2021	SELL	$563.46 - $762.32 $62,544 - $84,617	-111 Reduced 7.23%	1,424 $968,000
Q1 2021 May 13, 2021	BUY	$563.0 - $883.09 $803,401 - $1.26 Million	1,427 Added 1321.3%	1,535 $1.03 Million
Q4 2020 Feb 16, 2021	BUY	$388.04 - $705.67 $41,908 - $76,212	108 New	108 $76,000

Others Institutions Holding TSLA

# of Institutions

4,449

Shares Held

1.54B

Call Options Held

227M

Put Options Held

291M

View Full List

About Tesla, Inc.

Ticker TSLA
Exchange NASDAQ
Sector Consumer Cyclical
Industry Auto Manufacturers
Shares Outstandng 3,157,750,016
Market Cap $1.4T
Description
Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. The company operates in two segments, Automotive, and Energy Generation and Storage. The Automotive segment offers electric vehicles, as well as sells automotive regulatory ...

More about TSLA

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Concord Wealth Partners Tesla, Inc. Transaction History