Synergy Investment Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
1,154
-19
-2% -$6.04K 0.22% 56
2025
Q1
$304K Sell
1,173
-79
-6% -$20.5K 0.13% 96
2024
Q4
$506K Buy
+1,252
New +$506K 0.22% 70