Heritage Wealth Advisors Brookfield Corporation Transaction History

Heritage Wealth Advisors

  • $2.03 Billion
  • Q2 2025
Number of Shares
1,097,631
Previous 1,095,778 0.17%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
1,853 Added 0.17%
1,097,631 $0
Q1 2025

May 08, 2025
BUY
N/A
24,039 Added 2.24%
1,095,778 $0
Q4 2024

Feb 11, 2025
SELL
N/A
-94,058 Reduced 8.07%
1,071,739 $0
Q3 2024

Nov 12, 2024
BUY
N/A
14,252 Added 1.24%
1,165,797 $0
Q2 2024

Dec 12, 2024
BUY
N/A
42,223 Added 3.81%
1,151,545 $0
Q2 2024

Aug 05, 2024
BUY
N/A
42,223 Added 3.81%
1,151,545 $0
Q1 2024

Dec 12, 2024
BUY
N/A
46,267 Added 4.35%
1,109,322 $0
Q1 2024

May 08, 2024
BUY
N/A
46,267 Added 4.35%
1,109,322 $0
Q4 2023

Dec 12, 2024
BUY
N/A
93,201 Added 9.61%
1,063,055 $0
Q4 2023

Feb 09, 2024
BUY
N/A
93,201 Added 9.61%
1,063,055 $0
Q3 2023

Dec 12, 2024
BUY
N/A
75,229 Added 8.41%
969,854 $0
Q3 2023

Nov 08, 2023
BUY
N/A
75,229 Added 8.41%
969,854 $0
Q2 2023

Dec 12, 2024
SELL
N/A
-271,172 Reduced 23.26%
894,625 $0
Q2 2023

Aug 09, 2023
BUY
N/A
41,041 Added 4.81%
894,625 $0
Q1 2023

May 04, 2023
BUY
N/A
100,507 Added 13.35%
853,584 $0
Q4 2022

Dec 12, 2024
SELL
N/A
-412,720 Reduced 35.4%
753,077 $0
Q4 2022

Feb 06, 2023
BUY
N/A
753,077 New
753,077 $0
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