Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 11, 2022

SELL
N/A
-7,473 Closed
0 $0
Q2 2021

Aug 09, 2021

SELL
N/A
-955 Reduced 11.33%
7,473 $842,000
Q1 2021

May 12, 2021

SELL
N/A
-665 Reduced 7.31%
8,428 $816,000
Q3 2020

Nov 13, 2020

BUY
N/A
373 Added 4.28%
9,093 $714,000
Q2 2020

Aug 04, 2020

BUY
N/A
8,720 New
8,720 $658,000
Track This Portfolio

Track Heritage Trust CO Portfolio

Follow Heritage Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Trust CO with notifications on news.