A detailed history of Heritage Wealth Management, LLC transactions in Advanced Energy Industries Inc stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,883 shares of AEIS stock, worth $198,166. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,883
Previous 2,126 11.43%
Holding current value
$198,166
Previous $216,000 5.56%
% of portfolio
0.11%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$89.7 - $109.61 $21,797 - $26,635
-243 Reduced 11.43%
1,883 $204,000
Q1 2024

Apr 25, 2024

BUY
$94.77 - $107.77 $14,973 - $17,027
158 Added 8.03%
2,126 $216,000
Q4 2023

Feb 06, 2024

SELL
$84.6 - $112.68 $358,788 - $477,875
-4,241 Reduced 68.3%
1,968 $214,000
Q4 2022

Feb 13, 2023

BUY
$70.73 - $94.85 $241,401 - $323,723
3,413 Added 122.07%
6,209 $532,000
Q3 2022

Nov 14, 2022

BUY
$69.35 - $98.01 $31,554 - $44,594
455 Added 19.44%
2,796 $216,000
Q2 2022

Aug 15, 2022

BUY
$69.33 - $86.33 $41,944 - $52,229
605 Added 34.85%
2,341 $0
Q1 2022

Aug 15, 2022

BUY
$78.42 - $93.73 $136,137 - $162,715
1,736 New
1,736 $149,000

Others Institutions Holding AEIS

About ADVANCED ENERGY INDUSTRIES INC


  • Ticker AEIS
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Electrical Equipment & Parts
  • Shares Outstandng 37,359,000
  • Market Cap $3.93B
  • Description
  • Advanced Energy Industries, Inc. designs, manufactures, sells, and supports precision power conversion, measurement, and control solutions worldwide. It offers plasma power solutions, including direct current (DC), pulsed DC, low frequency alternating current, high voltage, and radio frequency (RF) power supplies, as well as RF power supplies, R...
More about AEIS
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