Heritage Trust CO Purchases and Sells in Q1 2025

Heritage Trust CO

$801 Million
Q1 2025

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	18.1K + 47.58%	$169.43 - $182.84 $3.06M - $3.3M	56K $9.7M
URI	4.29K + 136.36%	$594.17 - $789.56 $2.55M - $3.39M	7.44K $4.66M
T	36.9K + 16.09%	$21.56 - $28.28 $795K - $1.04M	266K $7.53M
MO	19.2K + 15.63%	$50.81 - $60.02 $975K - $1.15M	142K $8.52M
SPY	4.1K + 13.46%	$551.42 - $612.93 $2.26M - $2.51M	34.5K $19.3M
BBY	21.4K + 191.74%	$70.3 - $91.1 $1.51M - $1.95M	32.6K $2.4M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KTOS	21K New	$24.39 - $35.22 $512K - $739K	21K $623K
OMC	6.38K New	$79.43 - $88.34 $507K - $564K	6.38K $528K
VGT	927 New	$542.38 - $646.34 $503K - $599K	927 $502K
MPC	2.15K New	$134.72 - $159.03 $290K - $342K	2.15K $313K
CHTR	815 New	$334.89 - $384.77 $273K - $314K	815 $300K
BSMS	10.3K New	$23.1 - $23.56 $238K - $243K	10.3K $238K

Top Sells

Reduced Positions

140 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-9.93K - 4.55%	$209.68 - $247.1 $2.08M - $2.45M	208K $46.2M
MSFT	-6.27K - 5.44%	$375.39 - $447.2 $2.35M - $2.8M	109K $40.9M
GOOG	-7.26K - 7.07%	$156.06 - $207.71 $1.13M - $1.51M	95.4K $14.9M
GOOGL	-824 - 1.16%	$154.33 - $206.19 $127K - $170K	70.3K $10.9M
ORCL	-2.38K - 3.08%	$139.81 - $186.47 $332K - $443K	74.8K $10.5M
DE	-6.05K - 61.69%	$408.57 - $509.27 $2.47M - $3.08M	3.75K $1.76M

Activity Summary All Purchases 76 New Holdings 10 Increased Positions 66 All Sells 140 Reductions 140 Sold out 0 Calls 0 Puts 0

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