SAM
Secure Asset Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.52M | Buy |
20,526
+1,083
| +6% | +$344K | 1.2% | 17 |
|
|
2025
Q1 | $5.04M | Buy |
19,443
+4,063
| +26% | +$1.05M | 1.01% | 18 |
|
|
2024
Q4 | $6.21M | Sell |
15,380
-562
| -4% | -$227K | 0.94% | 17 |
|
|
2024
Q3 | $4.17M | Sell |
15,942
-1,515
| -9% | -$396K | 0.7% | 27 |
|
|
2024
Q2 | $3.45M | Buy |
17,457
+4,704
| +37% | +$931K | 0.65% | 28 |
|
|
2024
Q1 | $2.24M | Buy |
12,753
+7,824
| +159% | +$1.38M | 0.53% | 33 |
|
|
2023
Q4 | $1.22M | Buy |
4,929
+26
| +0.5% | +$6.46K | 0.33% | 77 |
|
|
2023
Q3 | $1.23M | Buy |
4,903
+887
| +22% | +$222K | 0.37% | 62 |
|
|
2023
Q2 | $1.05M | Buy |
4,016
+63
| +2% | +$16.5K | 0.32% | 76 |
|
|
2023
Q1 | $820K | Buy |
3,953
+1,366
| +53% | +$283K | 0.27% | 93 |
|
|
2022
Q4 | $319K | Buy |
2,587
+163
| +7% | +$20.1K | 0.11% | 143 |
|
|
2022
Q3 | $643K | Buy |
2,424
+1,483
| +158% | +$393K | 0.36% | 58 |
|
|
2022
Q2 | $634K | Hold |
941
| – | – | 0.35% | 51 |
|
|
2022
Q1 | $1.01M | Buy |
941
+80
| +9% | +$86.2K | 0.46% | 38 |
|
|
2021
Q4 | $910K | Buy |
861
+330
| +62% | +$349K | 0.37% | 48 |
|
|
2021
Q3 | $412K | Buy |
531
+27
| +5% | +$20.9K | 0.2% | 88 |
|
|
2021
Q2 | $343K | Buy |
504
+94
| +23% | +$64K | 0.17% | 118 |
|
|
2021
Q1 | $274K | Buy |
410
+116
| +39% | +$77.5K | 0.15% | 135 |
|
|
2020
Q4 | $207K | Buy |
+294
| New | +$207K | 0.12% | 148 |
|