Heritage Investment Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,338
| Closed | -$606K | – | 112 |
|
|
2025
Q1 | $606K | Sell |
2,338
-5
| -0.2% | -$1.3K | 0.11% | 52 |
|
|
2024
Q4 | $946K | Buy |
+2,343
| New | +$946K | 0.18% | 39 |
|
|
2024
Q1 | – | Sell |
-2,086
| Closed | -$518K | – | 106 |
|
|
2023
Q4 | $518K | Buy |
+2,086
| New | +$518K | 0.12% | 45 |
|
|
2023
Q2 | – | Sell |
-1,875
| Closed | -$389K | – | 93 |
|
|
2023
Q1 | $389K | Buy |
+1,875
| New | +$389K | 0.12% | 50 |
|
|
2022
Q4 | – | Sell |
-1,875
| Closed | -$497K | – | 81 |
|
|
2022
Q3 | $497K | Buy |
+1,875
| New | +$497K | 0.31% | 36 |
|