HWMC
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Heritage Wealth Management (California)’s Tesla TSLA Stock Holding History

Heritage Wealth Management (California)’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 		$352K Buy
1,109
+295
+36% +$93.7K 0.24% 62
2025
Q1 		$211K Buy
814
+189
+30% +$49K 0.16% 79
2024
Q4 		$252K Sell
625
-261
-29% -$105K 0.18% 72
2024
Q3 		$232K Buy
+886
New +$232K 0.16% 70