Heritage Wealth Management, Inc. Purchases and Sells in Q4 2024

Heritage Wealth Management, Inc.

  • $301 Billion
  • Q4 2024

Top Buys

Incresed Positions

46 operations
Stock Shares change Price Range Shares Held Trade History
14.8K
+ 134.65%
$95.12 - $114.72 $1.41M - $1.7M
25.9K $2.56B
3.79K
+ 233.54%
$174.22 - $187.62 $660K - $711K
5.41K $948M
3.13K
+ 127.41%
$138.14 - $180.72 $433K - $566K
5.59K $990M
81
+ 1.02%
$159.67 - $250.0 $12.9K - $20.3K
8.01K $1.86B
2.78K
+ 2.55%
$11.17 - $15.28 $31K - $42.4K
111K $1.63B
450
+ 4.79%
$161.86 - $196.66 $72.8K - $88.5K
9.85K $1.86B
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
13.2K
New
$63.01 - $68.55 $834K - $907K
13.2K $838M
25.3K
New
$18.59 - $18.8 $470K - $476K
25.3K $471M
5.2K
New
$36.46 - $82.38 $190K - $428K
5.2K $393M
4.56K
New
$73.49 - $86.09 $335K - $393K
4.56K $351M
T ROWE PRICE ETF INC
9.44K
New
N/A
9.44K $305M
6.63K
New
$36.89 - $40.88 $245K - $271K
6.63K $245M
View all

Top Sells

Reduced Positions

82 operations
Stock Shares change Price Range Shares Held Trade History
-152
- 1.52%
$727.2 - $932.06 $111K - $142K
9.86K $7.61B
-1.56K
- 1.33%
$161.05 - $179.7 $251K - $281K
116K $19.4B
-1.64K
- 5.29%
$143.34 - $165.86 $235K - $272K
29.4K $4.25B
-616
- 1.57%
$406.35 - $454.46 $250K - $280K
38.7K $16.3B
-152
- 0.63%
$164.99 - $203.87 $25.1K - $31K
24.1K $4.29B
-13.3K
- 28.39%
$24.8 - $30.19 $330K - $402K
33.5K $890M
View all
Activity Summary
Buys All Purchases 58 New Holdings 12 Increased Positions 46 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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