Heritage Wealth Management, Inc. Purchases and Sells in Q1 2025

Heritage Wealth Management, Inc.

  • $294 Billion
  • Q1 2025

Top Buys

Incresed Positions

64 operations
Stock Shares change Price Range Shares Held Trade History
7.89K
+ 172.92%
$67.24 - $84.27 $530K - $664K
12.4K $849M
5
+ 0.04%
$117.15 - $158.79 $586 - $794
12.2K $1.93B
509
+ 2.36%
$105.44 - $118.93 $53.7K - $60.5K
22.1K $2.63B
4.71K
+ 35.56%
$61.9 - $66.89 $291K - $315K
17.9K $1.14B
5.65K
+ 16.4%
$45.56 - $47.23 $257K - $267K
40.1K $1.89B
19
+ 0.54%
$442.66 - $534.52 $8.41K - $10.2K
3.51K $1.87B
View all

New Holdings

14 operations
Stock Shares change Price Range Shares Held Trade History
14.9K
New
$32.9 - $37.45 $489K - $557K
14.9K $537M
4.88K
New
$91.45 - $91.75 $446K - $447K
4.88K $447M
4.97K
New
N/A
4.97K $367M
10.4K
New
$31.06 - $33.33 $323K - $347K
10.4K $327M
1.52K
New
$167.73 - $179.21 $255K - $272K
1.52K $262M
4K
New
$54.51 - $63.63 $218K - $254K
4K $224M
View all

Top Sells

Reduced Positions

103 operations
Stock Shares change Price Range Shares Held Trade History
-2.75K
- 3.59%
$209.68 - $247.1 $576K - $679K
73.8K $16.4B
-1.13K
- 2.92%
$375.39 - $447.2 $423K - $504K
37.5K $14.1B
-11.8K
- 4.05%
$40.92 - $50.9 $482K - $599K
279K $11.8B
-1.36K
- 25.51%
$507.05 - $563.67 $688K - $764K
3.96K $2.03B
-15.1K
- 54.66%
$26.89 - $42.07 $405K - $633K
12.5K $377M
-85
- 0.9%
$271.83 - $371.23 $23.1K - $31.6K
9.34K $2.54B
View all
Activity Summary
Buys All Purchases 78 New Holdings 14 Increased Positions 64 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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