Heritage Wealth Advisors Brookfield Asset Management Transaction History

Heritage Wealth Advisors

  • $2.03 Billion
  • Q2 2025
Number of Shares
6,649
Previous 6,668 0.28%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 11, 2025
SELL
N/A
-19 Reduced 0.28%
6,649 $0
Q1 2025

May 08, 2025
SELL
N/A
-5 Reduced 0.07%
6,668 $0
Q4 2024

Feb 11, 2025
SELL
N/A
-3,180 Reduced 32.27%
6,673 $0
Q3 2024

Nov 12, 2024
BUY
N/A
4 Added 0.04%
9,853 $0
Q1 2024

Dec 12, 2024
SELL
N/A
-1,000 Reduced 9.22%
9,849 $0
Q1 2024

May 08, 2024
SELL
N/A
-1,000 Reduced 9.22%
9,849 $0
Q3 2023

Dec 12, 2024
SELL
N/A
-8,244 Reduced 43.18%
10,849 $0
Q3 2023

Nov 08, 2023
SELL
N/A
-8,244 Reduced 43.18%
10,849 $0
Q2 2023

Dec 12, 2024
BUY
N/A
9,240 Added 93.78%
19,093 $0
Q2 2023

Aug 09, 2023
SELL
N/A
-95 Reduced 0.5%
19,093 $0
Q1 2023

May 04, 2023
SELL
N/A
-162,697 Reduced 89.45%
19,188 $0
Q4 2022

Dec 12, 2024
BUY
N/A
172,032 Added 1745.99%
181,885 $0
Q4 2022

Feb 06, 2023
BUY
N/A
181,885 New
181,885 $0
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