Heritage Investment Group’s Tesla TSLA Stock Holding History

Heritage Investment Group’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 Q2	–	Sell
2025 Q1	$606K	Sell
2024 Q4	$946K	Buy
2024 Q1	–	Sell
2023 Q4	$518K	Buy
2023 Q2	–	Sell
2023 Q1	$389K	Buy
2022 Q4	–	Sell
2022 Q3	$497K	Buy