A detailed history of Heritage Oak Wealth Advisors LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 2,633 shares of TSLA stock, worth $1.08 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
2,633
Previous 1,238 112.68%
Holding current value
$1.08 Million
Previous $393 Million 197.75%
% of portfolio
0.43%
Previous 0.15%

Shares

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

Oct 20, 2025

BUY
$293.94 - $444.72 $410,046 - $620,384
1,395 Added 112.68%
2,633 $1.17 Billion
Q2 2025

Jul 15, 2025

BUY
$221.86 - $362.89 $63,008 - $103,060
284 Added 29.77%
1,238 $393 Million
Q1 2025

Apr 28, 2025

BUY
$222.15 - $428.22 $16,216 - $31,260
73 Added 8.29%
954 $247 Million
Q4 2024

Feb 05, 2025

SELL
$213.65 - $479.86 $570,872 - $1.28 Million
-2,672 Reduced 75.2%
881 $356 Million
Q3 2024

Oct 23, 2024

BUY
$191.76 - $263.26 $681,323 - $935,362
3,553 New
3,553 $930 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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