EPIQ Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $432K | Sell |
1,361
-256
| -16% | -$81.3K | 0.22% | 54 |
|
2025
Q1 | $419K | Sell |
1,617
-124
| -7% | -$32.1K | 0.22% | 54 |
|
2024
Q4 | $703K | Sell |
1,741
-200
| -10% | -$80.8K | 0.38% | 46 |
|
2024
Q3 | $508K | Hold |
1,941
| – | – | 0.28% | 53 |
|
2024
Q2 | $384K | Buy |
1,941
+2
| +0.1% | +$396 | 0.26% | 50 |
|
2024
Q1 | $341K | Buy |
1,939
+462
| +31% | +$81.2K | 0.23% | 54 |
|
2023
Q4 | $367K | Hold |
1,477
| – | – | 0.26% | 48 |
|
2023
Q3 | $370K | Sell |
1,477
-100
| -6% | -$25K | 0.28% | 51 |
|
2023
Q2 | $413K | Hold |
1,577
| – | – | 0.28% | 53 |
|
2023
Q1 | $327K | Buy |
+1,577
| New | +$327K | 0.23% | 56 |
|
2022
Q4 | – | Sell |
-1,449
| Closed | -$384K | – | 81 |
|
2022
Q3 | $384K | Buy |
1,449
+6
| +0.4% | +$1.59K | 0.24% | 59 |
|
2022
Q2 | $324K | Buy |
1,443
+36
| +3% | +$8.08K | 0.2% | 66 |
|
2022
Q1 | $505K | Buy |
1,407
+3
| +0.2% | +$1.08K | 0.27% | 59 |
|
2021
Q4 | $495K | Buy |
1,404
+6
| +0.4% | +$2.12K | 0.26% | 60 |
|
2021
Q3 | $361K | Buy |
1,398
+15
| +1% | +$3.87K | 0.17% | 73 |
|
2021
Q2 | $313K | Hold |
1,383
| – | – | 0.16% | 71 |
|
2021
Q1 | $308K | Buy |
1,383
+18
| +1% | +$4.01K | 0.18% | 67 |
|
2020
Q4 | $321K | Sell |
1,365
-315
| -19% | -$74.1K | 0.22% | 60 |
|
2020
Q3 | $237K | Sell |
1,680
-16,560
| -91% | -$2.34M | 0.18% | 65 |
|
2020
Q2 | $1.31M | Hold |
18,240
| – | – | 1.2% | 35 |
|
2020
Q1 | $637K | Buy |
18,240
+2,715
| +17% | +$94.8K | 0.7% | 43 |
|
2019
Q4 | $433K | Buy |
+15,525
| New | +$433K | 0.44% | 52 |
|