Heartwood Wealth Advisors’s Tesla TSLA Stock Holding History

Heartwood Wealth Advisors’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$329K	Buy
2025 Q2	$217K	Buy
2025 Q1	–	Sell
2024 Q4	$311K	Buy
2023 Q4	–	Sell
2023 Q3	$204K	Sell
2023 Q2	$216K	Buy