SAM
Synergy Asset Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5M | Buy |
89,649
+30,609
| +52% | +$9.72M | 3.26% | 8 |
|
|
2025
Q1 | $15.3M | Sell |
59,040
-24,954
| -30% | -$6.47M | 1.93% | 16 |
|
|
2024
Q4 | $29.4M | Buy |
83,994
+62,714
| +295% | +$21.9M | 2.27% | 10 |
|
|
2024
Q3 | $5.57M | Sell |
21,280
-2,270
| -10% | -$594K | 0.85% | 29 |
|
|
2024
Q2 | $4.66M | Buy |
23,550
+5,266
| +29% | +$1.04M | 0.73% | 36 |
|
|
2024
Q1 | $3.21M | Buy |
18,284
+6,718
| +58% | +$1.18M | 0.55% | 51 |
|
|
2023
Q4 | $2.87M | Sell |
11,566
-27,751
| -71% | -$6.9M | 0.51% | 60 |
|
|
2023
Q3 | $9.84M | Buy |
39,317
+32,456
| +473% | +$8.12M | 1.95% | 12 |
|
|
2023
Q2 | $1.8M | Buy |
6,861
+548
| +9% | +$143K | 0.44% | 51 |
|
|
2023
Q1 | $1.31M | Buy |
6,313
+4,454
| +240% | +$924K | 0.31% | 61 |
|
|
2022
Q4 | $229K | Buy |
1,859
+616
| +50% | +$75.9K | 0.06% | 95 |
|
|
2022
Q3 | $330K | Buy |
+1,243
| New | +$330K | 0.09% | 78 |
|
|
2022
Q2 | – | Sell |
-228
| Closed | -$246K | – | 132 |
|
|
2022
Q1 | $246K | Buy |
228
+13
| +6% | +$14K | 0.06% | 82 |
|
|
2021
Q4 | $228K | Buy |
+215
| New | +$228K | 0.05% | 98 |
|