SDAM
Shulman DeMeo Asset Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
1,114
-207
| -16% | -$65.8K | 0.09% | 84 |
|
|
2025
Q1 | $342K | Buy |
1,321
+73
| +6% | +$18.9K | 0.1% | 82 |
|
|
2024
Q4 | $504K | Sell |
1,248
-819
| -40% | -$331K | 0.14% | 62 |
|
|
2024
Q3 | $541K | Hold |
2,067
| – | – | 0.13% | 64 |
|
|
2024
Q2 | $409K | Sell |
2,067
-2
| -0.1% | -$396 | 0.11% | 79 |
|
|
2024
Q1 | $364K | Hold |
2,069
| – | – | 0.1% | 92 |
|
|
2023
Q4 | $514K | Sell |
2,069
-15
| -0.7% | -$3.73K | 0.15% | 61 |
|
|
2023
Q3 | $521K | Buy |
2,084
+17
| +0.8% | +$4.25K | 0.17% | 52 |
|
|
2023
Q2 | $541K | Buy |
2,067
+873
| +73% | +$229K | 0.16% | 54 |
|
|
2023
Q1 | $248K | Buy |
+1,194
| New | +$248K | 0.08% | 109 |
|
|
2022
Q4 | – | Sell |
-1,211
| Closed | -$321K | – | 137 |
|
|
2022
Q3 | $321K | Buy |
1,211
+836
| +223% | +$222K | 0.11% | 90 |
|
|
2022
Q2 | $253K | Buy |
375
+33
| +10% | +$22.3K | 0.08% | 110 |
|
|
2022
Q1 | $369K | Buy |
342
+11
| +3% | +$11.9K | 0.1% | 96 |
|
|
2021
Q4 | $350K | Buy |
+331
| New | +$350K | 0.09% | 105 |
|
|
2021
Q3 | – | Sell |
-331
| Closed | -$225K | – | 131 |
|
|
2021
Q2 | $225K | Hold |
331
| – | – | 0.09% | 57 |
|
|
2021
Q1 | $221K | Buy |
+331
| New | +$221K | 0.06% | 124 |
|