Heritage Wealth Management, Inc. GE VERNOVA INC Transaction History

Heritage Wealth Management, Inc.

  • $294 Billion
  • Q1 2025
Number of Shares
1,006
Previous 1,006 -0.0%
Holding current value
$307 Million
Previous $331 Million 7.19%
% of portfolio
0.1%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
N/A
-75 Reduced 6.94%
1,006 $331 Million
Q3 2024

Oct 31, 2024
BUY
N/A
1,081 New
1,081 $276 Million
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