Heritage Wealth Management, Inc. /Ca/ Purchases and Sells in Q2 2025

Heritage Wealth Management, Inc. /Ca/

  • $150 Billion
  • Q2 2025

Top Buys

Incresed Positions

30 operations
Stock Shares change Price Range Shares Held Trade History
47.3K
+ 13.79%
$22.27 - $29.21 $1.05M - $1.38M
390K $11.4B
29
+ 0.16%
$146.29 - $275.65 $4.24K - $7.99K
18.7K $5.16B
22
+ 0.08%
$74.01 - $144.25 $1.63K - $3.17K
29K $3.96B
10.6K
+ 5.41%
$56.85 - $68.21 $603K - $723K
206K $14.1B
13.8K
+ 13.24%
$58.32 - $58.95 $805K - $814K
118K $6.94B
4.32K
+ 91.63%
$153.67 - $176.74 $664K - $764K
9.04K $1.6B
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
19.2K
New
$17.76 - $22.1 $341K - $425K
19.2K $425M
928
New
$228.54 - $279.83 $212K - $260K
928 $260M
3.51K
New
$50.08 - $63.14 $176K - $221K
3.51K $221M
3.43K
New
$52.31 - $63.72 $179K - $218K
3.43K $218M
324
New
$470.37 - $663.28 $152K - $215K
324 $215M

Top Sells

Reduced Positions

42 operations
Stock Shares change Price Range Shares Held Trade History
-670
- 2.22%
$172.42 - $223.89 $116K - $150K
29.5K $6.06B
-188
- 17.26%
$274.35 - $599.47 $51.6K - $113K
901 $281M
-750
- 24.71%
$456.74 - $568.03 $343K - $426K
2.29K $1.3B
-1.71K
- 3.5%
$54.52 - $56.7 $93K - $96.7K
47K $2.62B
-286
- 8.19%
$128.02 - $151.37 $36.6K - $43.3K
3.21K $423M
-255
- 20.68%
$496.48 - $617.85 $127K - $158K
978 $604M
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
900
+ 3.18%
$496.48 - $617.85 $447K - $556K
29.2K $18B
Activity Summary
Buys All Purchases 35 New Holdings 5 Increased Positions 30 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 1 Puts 0
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