A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Tesla, Inc. stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 1,086 shares of TSLA stock, worth $444,087. This represents 0.32% of its overall portfolio holdings.

Number of Shares
1,086
Previous 1,109 2.07%
Holding current value
$444,087
Previous $352 Million 37.1%
% of portfolio
0.32%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

SELL
$293.94 - $444.72 $6,760 - $10,228
-23 Reduced 2.07%
1,086 $483 Million
Q2 2025

Jul 28, 2025

BUY
$221.86 - $362.89 $65,448 - $107,052
295 Added 36.24%
1,109 $352 Million
Q1 2025

Apr 30, 2025

BUY
$222.15 - $428.22 $41,986 - $80,933
189 Added 30.24%
814 $211 Million
Q4 2024

Feb 11, 2025

SELL
$213.65 - $479.86 $55,762 - $125,243
-261 Reduced 29.46%
625 $252 Million
Q3 2024

Oct 18, 2024

BUY
$191.76 - $263.26 $169,899 - $233,248
886 New
886 $232 Million

Others Institutions Holding TSLA

About Tesla, Inc.


  • Ticker TSLA
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Auto Manufacturers
  • Shares Outstandng 3,157,750,016
  • Market Cap $1.29T
  • Description
  • Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. The company operates in two segments, Automotive, and Energy Generation and Storage. The Automotive segment offers electric vehicles, as well as sells automotive regulatory ...
More about TSLA
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