Heritage Wealth Management, Inc. GE VERNOVA INCORPORATED Transaction History

Heritage Wealth Management, Inc.

  • $309 Billion
  • Q2 2025
Number of Shares
986
Previous 1,006 1.99%
Holding current value
$522 Million
Previous $307 Million 69.89%
% of portfolio
0.17%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-20 Reduced 1.99%
986 $522 Million
Q4 2024

Feb 05, 2025
SELL
N/A
-75 Reduced 6.94%
1,006 $331 Million
Q3 2024

Oct 31, 2024
BUY
N/A
1,081 New
1,081 $276 Million
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