EP Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7M | Buy |
102,944
+11,080
| +12% | +$3.52M | 0.21% | 81 |
|
|
2025
Q1 | $23.8M | Buy |
91,864
+21,146
| +30% | +$5.48M | 0.19% | 97 |
|
|
2024
Q4 | $28.6M | Buy |
70,718
+3,848
| +6% | +$1.55M | 0.23% | 81 |
|
|
2024
Q3 | $17.5M | Buy |
66,870
+3,222
| +5% | +$843K | 0.15% | 113 |
|
|
2024
Q2 | $12.6M | Sell |
63,648
-7,788
| -11% | -$1.54M | 0.13% | 106 |
|
|
2024
Q1 | $12.6M | Buy |
71,436
+9,069
| +15% | +$1.59M | 0.15% | 101 |
|
|
2023
Q4 | $15.5M | Buy |
62,367
+12,034
| +24% | +$2.99M | 0.2% | 87 |
|
|
2023
Q3 | $12.6M | Sell |
50,333
-52,196
| -51% | -$13.1M | 0.2% | 89 |
|
|
2023
Q2 | $11.8M | Buy |
102,529
+101,550
| +10,373% | +$11.7M | 0.17% | 94 |
|
|
2023
Q1 | $230K | Sell |
979
-38,682
| -98% | -$9.09M | ﹤0.01% | 546 |
|
|
2022
Q4 | $4.89M | Buy |
39,661
+4,437
| +13% | +$547K | 0.09% | 126 |
|
|
2022
Q3 | $9.34M | Sell |
35,224
-2,003
| -5% | -$531K | 0.21% | 81 |
|
|
2022
Q2 | $8.36M | Buy |
37,227
+11,550
| +45% | +$2.59M | 0.19% | 82 |
|
|
2022
Q1 | $9.22M | Buy |
25,677
+3,159
| +14% | +$1.13M | 0.2% | 80 |
|
|
2021
Q4 | $7.93M | Sell |
22,518
-459
| -2% | -$162K | 0.19% | 76 |
|
|
2021
Q3 | $5.94M | Buy |
22,977
+705
| +3% | +$182K | 0.16% | 83 |
|
|
2021
Q2 | $5.05M | Buy |
22,272
+2,625
| +13% | +$595K | 0.14% | 98 |
|
|
2021
Q1 | $4.37M | Buy |
19,647
+942
| +5% | +$210K | 0.14% | 103 |
|
|
2020
Q4 | $4.4M | Buy |
18,705
+1,845
| +11% | +$434K | 0.15% | 83 |
|
|
2020
Q3 | $2.41M | Buy |
16,860
+525
| +3% | +$75.1K | 0.1% | 96 |
|
|
2020
Q2 | $1.18M | Buy |
16,335
+225
| +1% | +$16.2K | 0.05% | 160 |
|
|
2020
Q1 | $563K | Sell |
16,110
-22,170
| -58% | -$775K | 0.03% | 238 |
|
|
2019
Q4 | $1.07M | Buy |
38,280
+19,215
| +101% | +$536K | 0.04% | 183 |
|
|
2019
Q3 | $306K | Sell |
19,065
-3,300
| -15% | -$53K | 0.02% | 277 |
|
|
2019
Q2 | $333K | Buy |
22,365
+3,915
| +21% | +$58.3K | 0.02% | 225 |
|
|
2019
Q1 | $344K | Sell |
18,450
-2,085
| -10% | -$38.9K | 0.03% | 192 |
|
|
2018
Q4 | $456K | Buy |
20,535
+1,035
| +5% | +$23K | 0.04% | 179 |
|
|
2018
Q3 | $344K | Sell |
19,500
-615
| -3% | -$10.8K | 0.03% | 204 |
|
|
2018
Q2 | $460K | Buy |
20,115
+3,150
| +19% | +$72K | 0.04% | 124 |
|
|
2018
Q1 | $301K | Buy |
16,965
+3,135
| +23% | +$55.6K | 0.03% | 163 |
|
|
2017
Q4 | $287K | Sell |
13,830
-1,650
| -11% | -$34.2K | 0.03% | 151 |
|
|
2017
Q3 | $352K | Sell |
15,480
-2,415
| -13% | -$54.9K | 0.04% | 120 |
|
|
2017
Q2 | $431K | Buy |
17,895
+2,310
| +15% | +$55.6K | 0.05% | 114 |
|
|
2017
Q1 | $289K | Sell |
15,585
-750
| -5% | -$13.9K | 0.04% | 119 |
|
|
2016
Q4 | $221K | Sell |
16,335
-255
| -2% | -$3.45K | 0.03% | 129 |
|
|
2016
Q3 | $226K | Sell |
16,590
-300
| -2% | -$4.09K | 0.04% | 125 |
|
|
2016
Q2 | $239K | Sell |
16,890
-34,875
| -67% | -$493K | 0.04% | 113 |
|
|
2016
Q1 | $793K | Buy |
+51,765
| New | +$793K | 0.12% | 64 |
|
|
2015
Q4 | – | Sell |
-15,045
| Closed | -$249K | – | 161 |
|
|
2015
Q3 | $249K | Buy |
+15,045
| New | +$249K | 0.05% | 117 |
|