Heritage Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.4K | Hold |
313
| – | – | ﹤0.01% | 248 |
|
|
2025
Q1 | $81.1K | Sell |
313
-44
| -12% | -$11.4K | ﹤0.01% | 262 |
|
|
2024
Q4 | $144K | Buy |
357
+8
| +2% | +$3.23K | 0.01% | 228 |
|
|
2024
Q3 | $91.3K | Buy |
349
+42
| +14% | +$11K | ﹤0.01% | 270 |
|
|
2024
Q2 | $60.7K | Sell |
307
-133
| -30% | -$26.3K | ﹤0.01% | 295 |
|
|
2024
Q1 | $77.3K | Buy |
440
+23
| +6% | +$4.04K | ﹤0.01% | 284 |
|
|
2023
Q4 | $104K | Sell |
417
-15
| -3% | -$3.73K | 0.01% | 261 |
|
|
2023
Q3 | $108K | Hold |
432
| – | – | 0.01% | 244 |
|
|
2023
Q2 | $113K | Hold |
432
| – | – | 0.01% | 248 |
|
|
2023
Q1 | $89.6K | Sell |
432
-42
| -9% | -$8.71K | 0.01% | 267 |
|
|
2022
Q4 | $58.4K | Sell |
474
-471
| -50% | -$58K | ﹤0.01% | 305 |
|
|
2022
Q3 | $251K | Hold |
945
| – | – | 0.02% | 176 |
|
|
2022
Q2 | $212K | Sell |
945
-48
| -5% | -$10.8K | 0.01% | 192 |
|
|
2022
Q1 | $357K | Buy |
993
+498
| +101% | +$179K | 0.02% | 147 |
|
|
2021
Q4 | $174K | Buy |
495
+36
| +8% | +$12.7K | 0.01% | 213 |
|
|
2021
Q3 | $119K | Hold |
459
| – | – | 0.01% | 235 |
|
|
2021
Q2 | $104K | Hold |
459
| – | – | 0.01% | 254 |
|
|
2021
Q1 | $102K | Sell |
459
-66
| -13% | -$14.7K | 0.01% | 266 |
|
|
2020
Q4 | $123K | Sell |
525
-168
| -24% | -$39.4K | 0.01% | 236 |
|
|
2020
Q3 | $99.1K | Sell |
693
-252
| -27% | -$36K | 0.01% | 205 |
|
|
2020
Q2 | $68K | Buy |
945
+780
| +473% | +$56.2K | 0.01% | 236 |
|
|
2020
Q1 | $5.76K | Sell |
165
-720
| -81% | -$25.2K | ﹤0.01% | 395 |
|
|
2019
Q4 | $24.7K | Hold |
885
| – | – | ﹤0.01% | 362 |
|
|
2019
Q3 | $14K | Hold |
885
| – | – | ﹤0.01% | 375 |
|
|
2019
Q2 | $13.2K | Hold |
885
| – | – | ﹤0.01% | 373 |
|
|
2019
Q1 | $16.5K | Hold |
885
| – | – | ﹤0.01% | 323 |
|
|
2018
Q4 | $19K | Sell |
885
-30
| -3% | -$644 | ﹤0.01% | 270 |
|
|
2018
Q3 | $16K | Buy |
+915
| New | +$16K | ﹤0.01% | 277 |
|