Concentrum Wealth Management TSLA Holdings History
Concentrum Wealth Management's Tesla Inc Holding Summary
As of 2025-03-31, Concentrum Wealth Management held 20,700.00 shares of Tesla Inc(TSLA), totaling $5.36 Mil. This investment constitutes 1.99% of their stock portfolio, and Concentrum Wealth Management now holds 0% of the outstanding Tesla Inc(TSLA) stock.
The initial trade took place in 2018Q4. And since then Concentrum Wealth Management has made 14 purchases of TSLA, at an average price of $100.15, for a total of 35,507.00 shares. In addition, there have been 9 sales at an average price of $79.23 for 14,807.00 shares. Based on historical transaction data and TSLA's current price of $329.65, Concentrum Wealth Management's estimated gain on his TSLA holdings is $4.44 Mil, reflecting a 124.89% gain to date.
Concentrum Wealth Management TSLA ($329.65) Holding Chart
Concentrum Wealth Management TSLA ($329.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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