A detailed history of Heritage Wealth Management, LLC transactions in Csw Industrials, Inc. stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 954 shares of CSWI stock, worth $385,396. This represents 0.14% of its overall portfolio holdings.

Number of Shares
954
Previous 1,193 20.03%
Holding current value
$385,396
Previous $279,000 9.32%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jul 30, 2024

SELL
$228.58 - $269.04 $54,630 - $64,300
-239 Reduced 20.03%
954 $253,000
Q1 2024

Apr 25, 2024

SELL
$202.06 - $240.1 $6,465 - $7,683
-32 Reduced 2.61%
1,193 $279,000
Q4 2023

Feb 06, 2024

SELL
$167.75 - $209.87 $402,600 - $503,688
-2,400 Reduced 66.21%
1,225 $254,000
Q4 2022

Feb 13, 2023

BUY
$113.09 - $130.02 $224,596 - $258,219
1,986 Added 121.17%
3,625 $420,000
Q3 2022

Nov 14, 2022

BUY
$104.8 - $142.44 $4,611 - $6,267
44 Added 2.76%
1,639 $196,000
Q2 2022

Aug 15, 2022

BUY
$97.18 - $114.55 $14,479 - $17,067
149 Added 10.3%
1,595 $164,000
Q1 2022

Aug 15, 2022

BUY
$110.55 - $125.68 $74,400 - $84,582
673 Added 87.06%
1,446 $170,000
Q3 2021

Nov 10, 2021

BUY
$112.02 - $137.04 $13,442 - $16,444
120 Added 18.38%
773 $99,000
Q2 2021

Aug 11, 2021

BUY
$114.65 - $141.33 $26,369 - $32,505
230 Added 54.37%
653 $77,000
Q1 2021

Jul 16, 2021

BUY
$110.67 - $138.33 $46,813 - $58,513
423 New
423 $57,000

Others Institutions Holding CSWI

About CSW INDUSTRIALS, INC.


  • Ticker CSWI
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 15,427,400
  • Market Cap $6.23B
  • Description
  • CSW Industrials, Inc. operates as a diversified industrial company in the United States and internationally. It operates through three segments: Contractor Solutions, Engineered Building Solutions, and Specialized Reliability Solutions. The Contractor Solutions segment provides cements, diffusers, grilles, registers, solvents, thread sealants, t...
More about CSWI
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