Heritage Wealth Advisors Tesla, Inc. Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Tesla, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 349 shares of TSLA stock, worth $161,335. This represents 0.0% of its overall portfolio holdings.

Number of Shares

349

Previous 307 13.68%

Holding current value

$161,335

Previous $60,000 51.67%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$191.76 - $263.26 $8,053 - $11,056	42 Added 13.68%	349 $91,000
Q2 2024 Dec 12, 2024	SELL	$142.05 - $197.88 $18,892 - $26,318	-133 Reduced 30.23%	307 $60,000
Q2 2024 Aug 05, 2024	SELL	$142.05 - $197.88 $374,301 - $521,413	-2,635 Reduced 89.56%	307 $60,000
Q1 2024 Dec 12, 2024	BUY	$162.5 - $248.42 $3,737 - $5,713	23 Added 5.52%	440 $77,000
Q1 2024 May 08, 2024	BUY	$162.5 - $248.42 $376,350 - $575,340	2,316 Added 369.97%	2,942 $517,000
Q4 2023 Dec 12, 2024	SELL	$197.36 - $263.62 $2,960 - $3,954	-15 Reduced 3.47%	417 $103,000
Q4 2023 Feb 09, 2024	BUY	$197.36 - $263.62 $38,287 - $51,142	194 Added 44.91%	626 $155,000
Q2 2023 Dec 12, 2024	BUY	$153.75 - $274.45 $12,761 - $22,779	83 Added 23.78%	432 $113,000
Q1 2023 May 04, 2023	SELL	$108.1 - $214.24 $4,540 - $8,998	-42 Reduced 8.86%	432 $89,000
Q4 2022 Dec 12, 2024	SELL	$109.1 - $249.44 $51,386 - $117,486	-471 Reduced 49.84%	474 $58,000
Q4 2022 Feb 06, 2023	SELL	$109.1 - $249.44 $51,386 - $117,486	-471 Reduced 49.84%	474 $58,000
Q3 2022 Dec 12, 2024	BUY	$265.25 - $927.96 $158,089 - $553,064	596 Added 170.77%	945 $250,000
Q3 2022 Nov 10, 2022	BUY	$265.25 - $927.96 $167,107 - $584,614	630 Added 200.0%	945 $251,000
Q2 2022 Aug 04, 2022	SELL	$628.16 - $1145.45 $10,050 - $18,327	-16 Reduced 4.83%	315 $212,000
Q1 2022 May 11, 2022	BUY	$764.04 - $1199.78 $126,830 - $199,163	166 Added 100.61%	331 $357,000
Q4 2021 Feb 02, 2022	BUY	$775.22 - $1229.91 $9,302 - $14,758	12 Added 7.84%	165 $174,000
Q2 2021 Aug 09, 2021	SELL	$563.46 - $762.32 $12,396 - $16,771	-22 Reduced 12.57%	153 $103,000
Q2 2021 Jul 27, 2021	BUY	$563.46 - $762.32 $12,396 - $16,771	22 Added 14.38%	175 $123,000
Q1 2021 Apr 27, 2021	SELL	$563.0 - $883.09 $12,386 - $19,427	-22 Reduced 12.57%	153 $102,000
Q4 2020 Feb 01, 2021	SELL	$388.04 - $705.67 $21,730 - $39,517	-56 Reduced 24.24%	175 $123,000
Q3 2020 Nov 03, 2020	BUY	$223.93 - $498.32 $37,620 - $83,717	168 Added 266.67%	231 $99,000
Q2 2020 Jul 17, 2020	SELL	$90.89 - $215.96 $28,903 - $68,675	-318 Reduced 83.46%	63 $13,000
Q2 2020 Jul 17, 2020	BUY	$90.89 - $215.96 $33,629 - $79,905	370 Added 3363.64%	381 $68,000
Q1 2020 May 05, 2020	SELL	$72.24 - $183.48 $3,467 - $8,807	-48 Reduced 81.36%	11 $1,000
Q4 2018 Jan 28, 2019	SELL	$50.11 - $75.36 $100 - $150	-2 Reduced 3.28%	59 $19,000
Q3 2018 Nov 14, 2018	BUY	$52.65 - $75.91 $3,211 - $4,630	61 New	61 $16,000

Others Institutions Holding TSLA

# of Institutions

3,650

Shares Held

1.4B

Call Options Held

179M

Put Options Held

191M

View Full List

About Tesla, Inc.

Ticker TSLA
Exchange NASDAQ
Sector Consumer Cyclical
Industry Auto Manufacturers
Shares Outstandng 3,157,750,016
Market Cap $1.46T
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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Heritage Wealth Advisors Tesla, Inc. Transaction History