Heritage Wealth Advisors Wells Fargo & Co Pfd Transaction History

Heritage Wealth Advisors

  • $2.03 Billion
  • Q2 2025
Number of Shares
19
Previous 19 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

11 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

Dec 12, 2024
SELL
N/A
-40 Reduced 67.8%
19 $0
Q3 2023

Nov 08, 2023
SELL
N/A
-40 Reduced 67.8%
19 $0
Q2 2023

Dec 12, 2024
BUY
N/A
40 Added 210.53%
59 $0
Q1 2023

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

Dec 12, 2024
BUY
N/A
32 Added 168.42%
51 $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
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