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Heritage Oak Wealth Advisors’s Tesla TSLA Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$393K Buy
1,238
+284
+30% +$90.2K 0.15% 53
2025
Q1 		$247K Buy
954
+73
+8% +$18.9K 0.11% 62
2024
Q4 		$356K Sell
881
-2,672
-75% -$1.08M 0.17% 50
2024
Q3 		$930K Buy
+3,553
New +$930K 0.43% 44