EPA
Element Pointe Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Buy |
2,513
+104
| +4% | +$33K | 0.19% | 42 |
|
|
2025
Q1 | $624K | Hold |
2,409
| – | – | 0.15% | 44 |
|
|
2024
Q4 | $973K | Sell |
2,409
-105
| -4% | -$42.4K | 0.23% | 33 |
|
|
2024
Q3 | $658K | Hold |
2,514
| – | – | 0.16% | 38 |
|
|
2024
Q2 | $497K | Hold |
2,514
| – | – | 0.13% | 42 |
|
|
2024
Q1 | $442K | Hold |
2,514
| – | – | 0.11% | 46 |
|
|
2023
Q4 | $625K | Sell |
2,514
-111
| -4% | -$27.6K | 0.15% | 43 |
|
|
2023
Q3 | $657K | Buy |
2,625
+111
| +4% | +$27.8K | 0.17% | 38 |
|
|
2023
Q2 | $658K | Hold |
2,514
| – | – | 0.17% | 37 |
|
|
2023
Q1 | $522K | Hold |
2,514
| – | – | 0.14% | 39 |
|
|
2022
Q4 | $310K | Sell |
2,514
-33
| -1% | -$4.07K | 0.1% | 53 |
|
|
2022
Q3 | $676K | Buy |
2,547
+1,660
| +187% | +$441K | 0.39% | 28 |
|
|
2022
Q2 | $597K | Buy |
887
+38
| +4% | +$25.6K | 0.25% | 37 |
|
|
2022
Q1 | $915K | Hold |
849
| – | – | 0.31% | 43 |
|
|
2021
Q4 | $897K | Hold |
849
| – | – | 0.28% | 59 |
|
|
2021
Q3 | $658K | Sell |
849
-27
| -3% | -$20.9K | 0.22% | 66 |
|
|
2021
Q2 | $574K | Hold |
876
| – | – | 0.17% | 79 |
|
|
2021
Q1 | $585K | Sell |
876
-66
| -7% | -$44.1K | 0.2% | 85 |
|
|
2020
Q4 | $665K | Buy |
942
+32
| +4% | +$22.6K | 0.25% | 74 |
|
|
2020
Q3 | $390K | Buy |
910
+689
| +312% | +$295K | 0.17% | 79 |
|
|
2020
Q2 | $238K | Buy |
+221
| New | +$238K | 0.12% | 84 |
|