Heritage Wealth Partners’s Tesla TSLA Stock Holding History

Heritage Wealth Partners’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 Q1	$233K	Sell
2024 Q4	$944K	Sell
2024 Q3	$678K	Buy
2024 Q2	–	Sell
2024 Q1	$439K	Hold
2023 Q4	$439K	Buy
2023 Q3	$421K	Buy
2023 Q2	$345K	Buy
2023 Q1	–	Sell
2022 Q4	$212K	Buy