Ownership history in Concentrum Wealth Management · 26 quarters on record
This page tracks every 13F SEC filing in which Concentrum Wealth Management reported a position in TESLA INC (TSLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 22,345 | +1,400 | +6.7% | 2.81% | $10.0M | $449.72 |
| 2025 Q3 | ADDED | 20,945 | +765 | +3.8% | 2.69% | $9.3M | $444.72 |
| 2025 Q2 | REDUCED | 20,180 | -520 | -2.5% | 2.01% | $6.4M | $317.66 |
| 2025 Q1 | REDUCED | 20,700 | -29 | -0.1% | 1.99% | $5.4M | $259.16 |
| 2024 Q4 | ADDED | 20,729 | +639 | +3.2% | 2.94% | $8.4M | $403.84 |
| 2024 Q3 | ADDED | 20,090 | +169 | +0.8% | 2.05% | $5.3M | $261.63 |
| 2024 Q2 | REDUCED | 19,921 | -1,808 | -8.3% | 1.66% | $3.9M | $197.88 |
| 2024 Q1 | REDUCED | 21,729 | -872 | -3.9% | 1.76% | $3.8M | $175.79 |
| 2023 Q4 | REDUCED | 22,601 | -145 | -0.6% | 2.94% | $5.6M | $248.48 |
| 2023 Q3 | ADDED | 22,746 | +586 | +2.6% | 3.44% | $5.7M | $250.22 |
As of 2025 Q4 — sorted by position size