Heritage Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $233K | Sell |
898
-1,440
| -62% | -$373K | 0.35% | 56 |
|
|
2024
Q4 | $944K | Sell |
2,338
-253
| -10% | -$102K | 1.18% | 21 |
|
|
2024
Q3 | $678K | Buy |
+2,591
| New | +$678K | 0.8% | 32 |
|
|
2024
Q2 | – | Sell |
-1,765
| Closed | -$439K | – | 62 |
|
|
2024
Q1 | $439K | Hold |
1,765
| – | – | 0.9% | 25 |
|
|
2023
Q4 | $439K | Buy |
1,765
+81
| +5% | +$20.1K | 0.9% | 25 |
|
|
2023
Q3 | $421K | Buy |
1,684
+367
| +28% | +$91.8K | 0.9% | 24 |
|
|
2023
Q2 | $345K | Buy |
+1,317
| New | +$345K | 0.2% | 54 |
|
|
2023
Q1 | – | Sell |
-1,112
| Closed | -$212K | – | 53 |
|
|
2022
Q4 | $212K | Buy |
+1,112
| New | +$212K | 0.19% | 44 |
|