Heritage Trust CO Purchases and Sells in Q2 2024

Heritage Trust CO

$750 Million
Q2 2024

Top Buys

Incresed Positions

102 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	62.2K + 1588.57%	$118.11 - $1224.4 $7.35M - $76.2M	66.2K $8.17M
ORCL	2.18K + 2.69%	$113.75 - $144.64 $248K - $315K	83.1K $11.7M
WMT	1.88K + 1.23%	$58.85 - $68.9 $111K - $129K	154K $10.5M
HPE	7.81K + 3.88%	$16.44 - $21.84 $128K - $171K	209K $4.43M
META	793 + 5.84%	$430.17 - $527.34 $341K - $418K	14.4K $7.24M
NEE	4.55K + 16.31%	$61.7 - $80.02 $281K - $364K	32.5K $2.3M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RCL	2.06K New	$126.6 - $161.4 $260K - $332K	2.06K $327K
TCHP	8.14K New	$33.27 - $39.07 $271K - $318K	8.14K $315K
CRWD	816 New	$282.64 - $390.43 $231K - $319K	816 $312K
MLM	462 New	$534.99 - $621.53 $247K - $287K	462 $250K
BSCT	13.4K New	$17.89 - $18.3 $239K - $245K	13.4K $242K
APH	3.2K New	$67.16 - $136.4 $215K - $436K	3.2K $215K

Top Sells

Reduced Positions

103 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INTC	-3.36K - 2.67%	$29.85 - $44.52 $100K - $150K	123K $3.79M
PAYC	-25 - 0.1%	$140.99 - $207.82 $3.52K - $5.2K	25.7K $3.68M
ACN	-364 - 1.7%	$281.76 - $339.17 $103K - $123K	21.1K $6.4M
PG	-6.58K - 15.59%	$155.33 - $168.56 $1.02M - $1.11M	35.6K $5.87M
VEA	-7.81K - 1.43%	$47.83 - $51.21 $374K - $400K	539K $26.6M
DIS	-89 - 0.27%	$99.29 - $122.82 $8.84K - $10.9K	32.3K $3.21M

Activity Summary All Purchases 111 New Holdings 9 Increased Positions 102 All Sells 103 Reductions 103 Sold out 0 Calls 0 Puts 0

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