Heritage Investment Group, Inc. Sells in Q4 2024

Heritage Investment Group, Inc.

  • $531 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-17.8K
- 1.8%
$40.38 - $44.35 $718K - $789K
971K $39.7M
AVGO
Broadcom Inc.

Technology
-3.68K
- 64.89%
$159.67 - $250.0 $588K - $920K
1.99K $461K
AAPL
Apple Inc.

Technology
-3.37K
- 15.7%
$221.69 - $259.02 $746K - $872K
18.1K $4.53M
GOOG
Alphabet Inc.

Communication Services
-3K
- 62.41%
$163.08 - $198.16 $490K - $595K
1.81K $344K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-8.1K
- 1.72%
$63.58 - $71.15 $515K - $577K
463K $30.1M
MSFT
Microsoft Corp

Technology
-718
- 11.59%
$406.35 - $454.46 $292K - $326K
5.48K $2.31M
XOM
Exxon Mobil Corp

Energy
-1.66K
- 15.11%
$105.51 - $125.37 $176K - $209K
9.35K $1.01M
JNJ
Johnson & Johnson

Healthcare
-445
- 9.26%
$143.34 - $165.86 $63.8K - $73.8K
4.36K $630K
HD
Home Depot, Inc.

Consumer Cyclical
-286
- 14.17%
$385.02 - $431.37 $110K - $123K
1.73K $674K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.16K
- 25.42%
$180.88 - $232.93 $210K - $271K
3.41K $747K
UNP
Union Pacific Corp

Industrials
-33
- 1.4%
$223.15 - $249.32 $7.36K - $8.23K
2.32K $529K
PG
Procter & Gamble CO

Consumer Defensive
-73
- 1.38%
$161.05 - $179.7 $11.8K - $13.1K
5.23K $876K
IWM
Ishares Russell 2000 ETF

ETFs
-154
- 6.45%
$216.13 - $242.4 $33.3K - $37.3K
2.23K $493K
VIS
Vanguard Industrial ETF

ETFs
-98
- 7.6%
$254.39 - $279.7 $24.9K - $27.4K
1.19K $302K
VTV
Vanguard Value ETF

ETFs
-42
- 0.84%
$168.32 - $181.87 $7.07K - $7.64K
4.98K $842K
META
Meta Platforms, Inc.

Communication Services
-7
- 1.01%
$554.08 - $632.68 $3.88K - $4.43K
685 $404K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-26
- 1.13%
$521.84 - $558.82 $13.6K - $14.5K
2.28K $1.23M
V
Visa Inc.

Financial Services
-28
- 2.3%
$273.87 - $320.91 $7.67K - $8.99K
1.19K $376K
GOOGL
Alphabet Inc.

Communication Services
-100
- 3.54%
$161.86 - $196.66 $16.2K - $19.7K
2.73K $516K
NVDA
Nvidia Corp

Technology
-490
- 4.88%
$117.0 - $148.88 $57.3K - $73K
9.55K $1.28M
JPM
Jpmorgan Chase & CO

Financial Services
-183
- 3.73%
$205.18 - $250.29 $37.5K - $45.8K
4.73K $1.13M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-793
- 0.16%
$61.52 - $66.5 $48.8K - $52.7K
508K $32.4M
Activity Summary
Buys All Purchases 35 New Holdings 12 Increased Positions 23 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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