EP Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7M | Buy |
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|
2025
Q1 | $23.8M | Buy |
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|
2024
Q4 | $28.6M | Buy |
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|
2024
Q3 | $17.5M | Buy |
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|
2024
Q2 | $12.6M | Sell |
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|
2024
Q1 | $12.6M | Buy |
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|
2023
Q4 | $15.5M | Buy |
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|
2023
Q3 | $12.6M | Sell |
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|
2023
Q2 | $11.8M | Buy |
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $4.89M | Buy |
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|
2022
Q3 | $9.34M | Sell |
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|
2022
Q2 | $8.36M | Buy |
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|
2022
Q1 | $9.22M | Buy |
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|
2021
Q4 | $7.93M | Sell |
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|
2021
Q3 | $5.94M | Buy |
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|
2021
Q2 | $5.05M | Buy |
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|
2021
Q1 | $4.37M | Buy |
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|
2020
Q4 | $4.4M | Buy |
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|
2020
Q3 | $2.41M | Buy |
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|
2020
Q2 | $1.18M | Buy |
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|
2020
Q1 | $563K | Sell |
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|
2019
Q4 | $1.07M | Buy |
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|
2019
Q3 | $306K | Sell |
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|
2019
Q2 | $333K | Buy |
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|
2019
Q1 | $344K | Sell |
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|
2018
Q4 | $456K | Buy |
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|
2018
Q3 | $344K | Sell |
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|
2018
Q2 | $460K | Buy |
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|
2018
Q1 | $301K | Buy |
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|
2017
Q4 | $287K | Sell |
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|
2017
Q3 | $352K | Sell |
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|
2017
Q2 | $431K | Buy |
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|
2017
Q1 | $289K | Sell |
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|
2016
Q4 | $221K | Sell |
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|
2016
Q3 | $226K | Sell |
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|
2016
Q2 | $239K | Sell |
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|
2016
Q1 | $793K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $249K | Buy |
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