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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$328K	Buy	1,033 +7	+0.7%	+$2.22K	0.11%	180
2025 Q1	$266K	Sell	1,026 -324	-24%	-$84K	0.09%	196
2024 Q4	$545K	Hold	1,350	–	–	0.18%	126
2024 Q3	$353K	Sell	1,350 -10	-0.7%	-$2.62K	0.12%	164
2024 Q2	$342K	Buy	+1,360	New	+$342K	0.11%	169