SAM
Satovsky Asset Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Sell |
2,199
-2,929
| -57% | -$930K | 0.15% | 22 |
|
|
2025
Q1 | $1.33M | Hold |
5,128
| – | – | 0.3% | 20 |
|
|
2024
Q4 | $2.07M | Hold |
5,128
| – | – | 0.47% | 17 |
|
|
2024
Q3 | $1.34M | Hold |
5,128
| – | – | 0.3% | 18 |
|
|
2024
Q2 | $1.01M | Hold |
5,128
| – | – | 0.24% | 19 |
|
|
2024
Q1 | $901K | Buy |
5,128
+115
| +2% | +$20.2K | 0.26% | 19 |
|
|
2023
Q4 | $1.25M | Hold |
5,013
| – | – | 0.39% | 18 |
|
|
2023
Q3 | $1.25M | Hold |
5,013
| – | – | 0.42% | 17 |
|
|
2023
Q2 | $1.31M | Buy |
5,013
+450
| +10% | +$118K | 0.44% | 16 |
|
|
2023
Q1 | $947K | Hold |
4,563
| – | – | 0.35% | 18 |
|
|
2022
Q4 | $562K | Hold |
4,563
| – | – | 0.23% | 19 |
|
|
2022
Q3 | $1.21M | Buy |
4,563
+3,042
| +200% | +$807K | 0.7% | 13 |
|
|
2022
Q2 | $1.02M | Hold |
1,521
| – | – | 0.6% | 15 |
|
|
2022
Q1 | $1.64M | Hold |
1,521
| – | – | 1.1% | 9 |
|
|
2021
Q4 | $1.61M | Sell |
1,521
-95
| -6% | -$100K | 1.08% | 9 |
|
|
2021
Q3 | $1.25M | Hold |
1,616
| – | – | 0.93% | 10 |
|
|
2021
Q2 | $1.1M | Buy |
1,616
+1
| +0.1% | +$679 | 0.84% | 10 |
|
|
2021
Q1 | $1.08M | Sell |
1,615
-125
| -7% | -$83.5K | 0.96% | 9 |
|
|
2020
Q4 | $1.23M | Buy |
+1,740
| New | +$1.23M | 1.15% | 8 |
|