Heritage Wealth Advisors Towne Bank (Va) Transaction History

Heritage Wealth Advisors

$2.03 Billion
Q2 2025

A detailed history of Heritage Wealth Advisors transactions in Towne Bank (Va) stock. As of the latest transaction made, Heritage Wealth Advisors holds 116 shares of TOWN stock, worth $3,884. This represents 0.0% of its overall portfolio holdings.

Number of Shares

116

Previous 116 -0.0%

Holding current value

$3,884

Previous $3,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Dec 12, 2024	SELL	$25.83 - $28.34 $6,457 - $7,085	-250 Reduced 68.31%	116 $3,000
Q2 2024 Aug 05, 2024	SELL	$25.83 - $28.34 $89,087 - $97,744	-3,449 Reduced 96.75%	116 $3,000
Q1 2024 Dec 12, 2024	BUY	$25.95 - $29.77 $6,487 - $7,442	250 Added 215.52%	366 $10,000
Q1 2024 May 08, 2024	BUY	$25.95 - $29.77 $89,501 - $102,676	3,449 Added 2973.28%	3,565 $100,000
Q1 2022 May 11, 2022	SELL	$29.48 - $34.49 $31,779 - $37,180	-1,078 Reduced 90.28%	116 $3,000
Q2 2020 Jul 17, 2020	BUY	$16.15 - $21.28 $17,829 - $23,493	1,104 Added 1226.67%	1,194 $0
Q2 2020 Jul 17, 2020	SELL	$16.15 - $21.28 $17,829 - $23,493	-1,104 Reduced 92.46%	90 $22,000
Q4 2018 Jan 28, 2019	BUY	N/A	116 Added 10.76%	1,194 $28,000
Q3 2018 Nov 14, 2018	BUY	N/A	1,078 New	1,078 $33,000

Others Institutions Holding TOWN

# of Institutions

266

Shares Held

46M

Call Options Held

Put Options Held

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About TOWNE BANK (VA)

Ticker TOWN
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 72,746,000
Market Cap $2.44B

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Heritage Wealth Advisors Towne Bank (Va) Transaction History