Heritage Financial Services’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-516	Closed	-$208K	–	129
2024 Q4	$208K	Buy	+516	New	+$208K	0.03%	112
2022 Q3	–	Sell	-15	Closed	-$3K	–	436
2022 Q2	$3K	Buy	+15	New	+$3K	﹤0.01%	402