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

Heritage Wealth Management, Inc.

  • $309 Billion
  • Q2 2025

Top Buys

Incresed Positions

47 operations
Stock Shares change Price Range Shares Held Trade History
9.56K
+ 76.81%
$61.92 - $81.5 $592K - $779K
22K $1.79B
127
+ 0.05%
$36.4 - $45.76 $4.62K - $5.81K
279K $12.6B
7.84K
+ 157.68%
N/A
12.8K $1.1B
15.5K
+ 104.07%
$32.25 - $40.02 $499K - $619K
30.3K $1.21B
16.2K
+ 155.5%
$28.75 - $33.88 $465K - $548K
26.6K $901M
9.72K
+ 38.27%
$51.14 - $57.0 $497K - $554K
35.1K $2B
View all

New Holdings

16 operations
Stock Shares change Price Range Shares Held Trade History
7K
New
$91.46 - $128.1 $640K - $897K
7K $884M
6.7K
New
$101.91 - $134.83 $682K - $903K
6.7K $842M
26.3K
New
$20.84 - $24.54 $548K - $645K
26.3K $645M
11.5K
New
N/A
11.5K $312M
366
New
$484.66 - $738.09 $177K - $270K
366 $270M
1K
New
$163.77 - $271.5 $164K - $272K
1K $270M
View all

Top Sells

Reduced Positions

124 operations
Stock Shares change Price Range Shares Held Trade History
-1.31K
- 1.78%
$172.42 - $223.89 $226K - $294K
72.5K $14.9B
-95.8K
- 90.04%
$7.29 - $11.18 $699K - $1.07M
10.6K $91.2M
-4.99K
- 19.25%
$82.66 - $106.1 $412K - $529K
20.9K $1.88B
-1.38K
- 5.49%
$133.73 - $168.51 $184K - $232K
23.7K $3.4B
-346
- 3.76%
$713.71 - $898.95 $247K - $311K
8.86K $6.91B
-805
- 38.95%
$274.35 - $599.47 $221K - $483K
1.26K $394M
View all
Activity Summary
Buys All Purchases 63 New Holdings 16 Increased Positions 47 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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