Heritage Wealth Advisors Wells Fargo & Co Pfd Transaction History

Heritage Wealth Advisors

  • $2.16 Billion
  • Q2 2024
Number of Shares
19
Previous 439,678 100.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
N/A
-439,659 Reduced 100.0%
19 $0
Q1 2024

May 08, 2024
BUY
N/A
439,659 Added 2313994.75%
439,678 $0
Q3 2023

Nov 08, 2023
SELL
N/A
-40 Reduced 67.8%
19 $0
Q1 2023

May 04, 2023
BUY
N/A
8 Added 15.69%
59 $0
Q3 2022

Nov 10, 2022
BUY
N/A
10 Added 24.39%
51 $0
Q2 2020

Jul 17, 2020
SELL
N/A
-2,756 Reduced 98.53%
41 $0
Q2 2020

Jul 17, 2020
BUY
N/A
2,756 Added 6721.95%
2,797 $0
Q3 2018

Nov 14, 2018
BUY
N/A
41 New
41 $0
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors 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 Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email