Heritage Trust CO Sells in Q1 2025

Heritage Trust CO

  • $801 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Lam Research Corp
-4.47K
- 15.95%
N/A
23.5K $0
CARY
Angel Oak Fds Tr Income Etf(De
-26.9K
- 14.85%
N/A
154K $0
Blackrock Inc
-29
- 2.44%
N/A
1.16K $0
LNT
Alliant Energy Corp

Utilities
-629
- 7.86%
$56.66 - $66.04 $35.6K - $41.5K
7.37K $474K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-50
- 0.59%
$77.7 - $78.94 $3.89K - $3.95K
8.41K $664K
VCIT
Vanguard Intermediate Term Cor

ETFs
-558
- 1.54%
$79.17 - $82.04 $44.2K - $45.8K
35.7K $2.92M
EEM
Ishares Msci Emerging Markets

ETFs
-1.02K
- 3.63%
$40.81 - $45.34 $41.5K - $46.2K
27K $1.18M
D
Dominion Energy, Inc

Utilities
-3
- 0.03%
$52.85 - $57.43 $159 - $172
10.2K $571K
WMB
Williams Companies, Inc.

Energy
-400
- 4.07%
$54.02 - $61.09 $21.6K - $24.4K
9.43K $563K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-119
- 0.85%
$78.97 - $85.82 $9.4K - $10.2K
13.9K $1.15M
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.29%
$890.62 - $1076.86 $3.56K - $4.31K
1.39K $1.32M
OGE
Oge Energy Corp.

Utilities
-1K
- 4.95%
$39.76 - $46.32 $39.9K - $46.5K
19.3K $885K
TSCO
Tractor Supply CO

Consumer Cyclical
-340
- 0.99%
$51.66 - $57.94 $17.6K - $19.7K
34.1K $1.88M
KMB
Kimberly Clark Corp

Consumer Defensive
-41
- 0.73%
$124.46 - $147.4 $5.1K - $6.04K
5.55K $788K
CI
Cigna Corp

Healthcare
-340
- 9.9%
$274.49 - $329.0 $93.3K - $112K
3.1K $1.02M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-529
- 2.88%
$98.98 - $113.18 $52.4K - $59.9K
17.8K $2.02M
UNP
Union Pacific Corp

Industrials
-169
- 1.13%
$225.21 - $254.42 $38.1K - $43K
14.8K $3.5M
LNG
Cheniere Energy, Inc.

Energy
-68
- 1.07%
$209.32 - $253.66 $14.2K - $17.2K
6.28K $1.45M
IBM
International Business Machines Corp

Technology
-191
- 3.31%
$217.4 - $264.74 $41.5K - $50.6K
5.59K $1.39M
AEP
American Electric Power CO Inc

Utilities
-83
- 1.08%
$90.32 - $109.27 $7.5K - $9.07K
7.61K $831K
KR
Kroger CO

Consumer Defensive
-118
- 0.45%
$58.36 - $67.72 $6.89K - $7.99K
26.2K $1.77M
MCD
Mcdonalds Corp

Consumer Cyclical
-447
- 3.17%
$279.74 - $321.29 $125K - $144K
13.7K $4.27M
PM
Philip Morris International Inc.

Consumer Defensive
-352
- 5.72%
$117.15 - $158.79 $41.2K - $55.9K
5.8K $920K
KO
Coca Cola CO

Consumer Defensive
-1.81K
- 4.87%
$60.81 - $72.32 $110K - $131K
35.4K $2.53M
CSCO
Cisco Systems, Inc.

Technology
-825
- 0.72%
$58.74 - $64.87 $48.5K - $53.5K
114K $7.04M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.27K
- 7.34%
$208.48 - $244.03 $264K - $309K
16K $3.91M
SBUX
Starbucks Corp

Consumer Cyclical
-3.21K
- 3.98%
$91.75 - $115.81 $294K - $371K
77.4K $7.6M
UNH
Unitedhealth Group Inc

Healthcare
-462
- 1.69%
$461.52 - $548.18 $213K - $253K
26.9K $14.1M
PAYC
Paycom Software, Inc.

Technology
-348
- 1.37%
$199.42 - $225.82 $69.4K - $78.6K
25.1K $5.48M
AMGN
Amgen Inc

Healthcare
-654
- 6.47%
$258.59 - $327.36 $169K - $214K
9.45K $2.94M
XOM
Exxon Mobil Corp

Energy
-3.18K
- 4.75%
$105.44 - $118.93 $335K - $378K
63.7K $7.57M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.47K
- 4.8%
$142.8 - $176.36 $210K - $260K
29.2K $5.03M
V
Visa Inc.

Financial Services
-2.31K
- 5.92%
$306.92 - $362.71 $708K - $836K
36.7K $12.8M
GILD
Gilead Sciences, Inc.

Healthcare
-2.32K
- 5.69%
$89.14 - $117.41 $206K - $272K
38.4K $4.3M
AMT
American Tower Corp

Real Estate
-1.19K
- 4.53%
$173.46 - $217.6 $207K - $259K
25.1K $5.46M
CVX
Chevron Corp

Energy
-719
- 2.05%
$146.71 - $167.97 $105K - $121K
34.4K $5.76M
ABT
Abbott Laboratories

Healthcare
-1.89K
- 3.05%
$111.1 - $140.22 $209K - $264K
59.9K $7.94M
ABBV
Abb Vie Inc.

Healthcare
-3.73K
- 3.99%
$169.2 - $216.66 $630K - $807K
89.7K $18.8M
JNJ
Johnson & Johnson

Healthcare
-1.48K
- 0.87%
$142.06 - $167.7 $211K - $249K
169K $28M
Activity Summary
Buys All Purchases 76 New Holdings 10 Increased Positions 66 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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