EPG Wealth 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 | $332K | Sell |
1,045
-1,903
| -65% | -$605K | 0.1% | 155 |
|
|
2025
Q1 | $764K | Buy |
2,948
+86
| +3% | +$22.3K | 0.21% | 130 |
|
|
2024
Q4 | $1.16M | Buy |
2,862
+149
| +5% | +$60.2K | 0.3% | 95 |
|
|
2024
Q3 | $710K | Buy |
+2,713
| New | +$710K | 0.18% | 135 |
|
|
2024
Q2 | – | Sell |
-2,725
| Closed | -$479K | – | 161 |
|
|
2024
Q1 | $479K | Buy |
2,725
+90
| +3% | +$15.8K | 0.12% | 172 |
|
|
2023
Q4 | $485K | Buy |
2,635
+682
| +35% | +$126K | 0.13% | 162 |
|
|
2023
Q3 | $489K | Buy |
1,953
+92
| +5% | +$23K | 0.15% | 150 |
|
|
2023
Q2 | $487K | Buy |
1,861
+14
| +0.8% | +$3.67K | 0.14% | 149 |
|
|
2023
Q1 | $383K | Sell |
1,847
-7
| -0.4% | -$1.45K | 0.12% | 165 |
|
|
2022
Q4 | $228K | Sell |
1,854
-18
| -1% | -$2.22K | 0.09% | 193 |
|
|
2022
Q3 | $497K | Sell |
1,872
-9
| -0.5% | -$2.39K | 0.2% | 103 |
|
|
2022
Q2 | $422K | Buy |
1,881
+27
| +1% | +$6.06K | 0.18% | 117 |
|
|
2022
Q1 | $666K | Sell |
1,854
-861
| -32% | -$309K | 0.23% | 91 |
|
|
2021
Q4 | $956K | Buy |
2,715
+468
| +21% | +$165K | 0.34% | 69 |
|
|
2021
Q3 | $581K | Buy |
2,247
+330
| +17% | +$85.3K | 0.23% | 92 |
|
|
2021
Q2 | $434K | Buy |
1,917
+135
| +8% | +$30.6K | 0.18% | 118 |
|
|
2021
Q1 | $397K | Sell |
1,782
-3
| -0.2% | -$668 | 0.19% | 113 |
|
|
2020
Q4 | $420K | Buy |
1,785
+165
| +10% | +$38.8K | 0.25% | 90 |
|
|
2020
Q3 | $232K | Buy |
+1,620
| New | +$232K | 0.17% | 112 |
|
|
2020
Q2 | – | Sell |
-2,385
| Closed | -$83K | – | 712 |
|
|
2020
Q1 | $83K | Buy |
2,385
+885
| +59% | +$30.8K | 0.06% | 204 |
|
|
2019
Q4 | $42K | Buy |
+1,500
| New | +$42K | 0.03% | 256 |
|