Heritage Wealth Management, Inc./Texas Purchases and Sells in Q2 2025

Heritage Wealth Management, Inc./Texas

  • $201 Billion
  • Q2 2025

Top Buys

Incresed Positions

13 operations
Stock Shares change Price Range Shares Held Trade History
99.9K
+ 12.77%
$53.65 - $67.02 $5.36M - $6.7M
883K $59.1B
59.4K
+ 17.0%
$52.31 - $63.72 $3.11M - $3.78M
409K $26B
23.7K
+ 6.61%
$28.02 - $34.71 $664K - $822K
382K $13.2B
6.56K
+ 10.12%
$100.35 - $100.71 $658K - $660K
71.4K $7.19B
547
+ 96.3%
$498.8 - $620.9 $273K - $340K
1.12K $692M
22
+ 1.54%
$146.29 - $275.65 $3.22K - $6.06K
1.45K $400M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
124K
New
$102.31 - $105.8 $12.7M - $13.1M
124K $12.9B
3.23K
New
$81.46 - $94.63 $263K - $305K
3.23K $305M
3.43K
New
$67.83 - $84.09 $232K - $288K
3.43K $286M
3.53K
New
$55.22 - $63.94 $195K - $226K
3.53K $226M
8.6K
New
$22.98 - $23.27 $198K - $200K
8.6K $200M

Top Sells

Reduced Positions

13 operations
Stock Shares change Price Range Shares Held Trade History
-24.4K
- 23.42%
$79.79 - $91.42 $1.95M - $2.23M
79.8K $7.12B
-54.8K
- 7.52%
$36.25 - $42.28 $1.99M - $2.32M
673K $28.5B
-3.96K
- 35.35%
$70.7 - $82.14 $280K - $326K
7.25K $595M
-4.95K
- 1.83%
$41.1 - $42.37 $204K - $210K
266K $11.3B
-5.55K
- 15.26%
$34.67 - $43.21 $193K - $240K
30.8K $1.32B
-400
- 23.68%
$157.66 - $172.39 $63.1K - $69K
1.29K $205M
View all
Activity Summary
Buys All Purchases 18 New Holdings 5 Increased Positions 13 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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