Heritage Trust’s Tesla TSLA Stock Holding History

Heritage Trust’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	$547K	Hold
2025 Q2	$391K	Hold
2025 Q1	$319K	Buy
2024 Q4	$457K	Buy
2024 Q2	$267K	Buy
2024 Q1	$236K	Sell
2023 Q4	$356K	Buy
2023 Q3	$357K	Hold
2023 Q2	$373K	Buy