A detailed history of Ep Wealth Advisors, LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 66,870 shares of TSLA stock, worth $28.2 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
66,870
Previous 63,648 5.06%
Holding current value
$28.2 Million
Previous $12.6 Million 38.93%
% of portfolio
0.16%
Previous 0.14%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$191.76 - $263.26 $617,850 - $848,223
3,222 Added 5.06%
66,870 $17.5 Million
Q2 2024

Aug 19, 2024

SELL
$142.05 - $197.88 $1.11 Million - $1.54 Million
-7,788 Reduced 10.9%
63,648 $12.6 Million
Q1 2024

May 14, 2024

BUY
$162.5 - $248.42 $1.47 Million - $2.25 Million
9,069 Added 14.54%
71,436 $12.6 Million
Q4 2023

Feb 28, 2024

BUY
$197.36 - $263.62 $2.38 Million - $3.17 Million
12,034 Added 23.91%
62,367 $15.5 Million
Q3 2023

Nov 22, 2023

SELL
$215.49 - $293.34 $11.2 Million - $15.3 Million
-52,196 Reduced 50.91%
50,333 $12.6 Million
Q2 2023

Aug 14, 2023

BUY
$153.75 - $274.45 $15.6 Million - $27.9 Million
101,550 Added 10372.83%
102,529 $26.8 Million
Q1 2023

Jun 05, 2023

SELL
$108.1 - $214.24 $3.7 Million - $7.34 Million
-34,245 Reduced 97.22%
979 $203,000
Q4 2022

Jun 12, 2023

BUY
$109.1 - $249.44 $4.22 Million - $9.65 Million
38,682 Added 3951.17%
39,661 $4.89 Million
Q3 2022

Dec 02, 2022

BUY
$265.25 - $927.96 $6.05 Million - $21.2 Million
22,815 Added 183.86%
35,224 $9.34 Million
Q2 2022

Aug 11, 2022

BUY
$628.16 - $1145.45 $2.42 Million - $4.41 Million
3,850 Added 44.98%
12,409 $8.36 Million
Q1 2022

May 20, 2022

BUY
$764.04 - $1199.78 $804,534 - $1.26 Million
1,053 Added 14.03%
8,559 $9.22 Million
Q4 2021

Feb 17, 2022

SELL
$775.22 - $1229.91 $118,608 - $188,176
-153 Reduced 2.0%
7,506 $7.93 Million
Q3 2021

Nov 23, 2021

BUY
$643.38 - $791.36 $3.84 Million - $4.72 Million
5,969 Added 353.2%
7,659 $5.94 Million
Q3 2021

Nov 16, 2021

SELL
$643.38 - $791.36 $3.69 Million - $4.54 Million
-5,734 Reduced 77.24%
1,690 $5.94 Million
Q2 2021

Aug 24, 2021

BUY
$563.46 - $762.32 $493,027 - $667,030
875 Added 13.36%
7,424 $5.05 Million
Q1 2021

May 17, 2021

BUY
$563.0 - $883.09 $176,782 - $277,290
314 Added 5.04%
6,549 $4.37 Million
Q4 2020

Feb 18, 2021

BUY
$388.04 - $705.67 $238,644 - $433,987
615 Added 10.94%
6,235 $4.4 Million
Q3 2020

Nov 17, 2020

BUY
$223.93 - $498.32 $1.01 Million - $2.26 Million
4,531 Added 416.07%
5,620 $2.41 Million
Q2 2020

Aug 14, 2020

BUY
$90.89 - $215.96 $1,363 - $3,239
15 Added 1.4%
1,089 $1.18 Million
Q1 2020

May 18, 2020

SELL
$72.24 - $183.48 $106,770 - $271,183
-1,478 Reduced 57.92%
1,074 $563,000
Q4 2019

Feb 14, 2020

BUY
$46.29 - $86.19 $59,297 - $110,409
1,281 Added 100.79%
2,552 $1.07 Million
Q3 2019

Nov 18, 2019

SELL
$42.28 - $52.98 $9,301 - $11,655
-220 Reduced 14.76%
1,271 $306,000
Q2 2019

Aug 27, 2019

BUY
$35.79 - $58.36 $9,341 - $15,231
261 Added 21.22%
1,491 $333,000
Q1 2019

May 20, 2019

SELL
$52.08 - $69.46 $7,239 - $9,654
-139 Reduced 10.15%
1,230 $344,000
Q4 2018

Feb 19, 2019

BUY
$50.11 - $75.36 $3,457 - $5,199
69 Added 5.31%
1,369 $456,000
Q3 2018

Nov 15, 2018

SELL
$52.65 - $75.91 $2,158 - $3,112
-41 Reduced 3.06%
1,300 $344,000
Q2 2018

Aug 14, 2018

BUY
$50.5 - $74.17 $10,605 - $15,575
210 Added 18.57%
1,341 $460,000
Q1 2018

May 15, 2018

BUY
$51.56 - $71.48 $10,776 - $14,939
209 Added 22.67%
1,131 $301,000
Q4 2017

Feb 15, 2018

SELL
$59.85 - $71.93 $6,583 - $7,912
-110 Reduced 10.66%
922 $287,000
Q3 2017

Nov 15, 2017

SELL
$63.91 - $77.0 $10,289 - $12,397
-161 Reduced 13.5%
1,032 $352,000
Q2 2017

Aug 17, 2017

BUY
N/A
1,193
1,193 $431,000

Others Institutions Holding TSLA

About Tesla, Inc.


  • Ticker TSLA
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Auto Manufacturers
  • Shares Outstandng 3,157,750,016
  • Market Cap $1.33T
  • Description
  • Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. The company operates in two segments, Automotive, and Energy Generation and Storage. The Automotive segment offers electric vehicles, as well as sells automotive regulatory ...
More about TSLA
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