Heritage Wealth Management, LLC Purchases and Sells in Q2 2024

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

Top Buys

Incresed Positions

14 operations
Stock Shares change Price Range Shares Held Trade History
3.1K
+ 53.56%
$154.79 - $180.76 $480K - $561K
8.9K $1.53M
11K
+ 89.79%
$41.64 - $42.32 $458K - $465K
23.2K $981K
2.13K
+ 65.28%
$145.54 - $178.83 $310K - $381K
5.39K $934K
11.7K
+ 46.56%
$25.06 - $25.24 $293K - $295K
36.8K $925K
9.17K
+ 35.16%
$25.36 - $25.52 $232K - $234K
35.2K $899K
162
+ 18.84%
$316.15 - $367.33 $51.2K - $59.5K
1.02K $372K
View all

New Holdings

11 operations
Stock Shares change Price Range Shares Held Trade History
9.1K
New
$66.81 - $80.83 $608K - $736K
9.1K $709K
10K
New
$45.11 - $46.18 $452K - $463K
10K $461K
6.88K
New
$50.64 - $63.96 $348K - $440K
6.88K $366K
3.52K
New
$72.57 - $90.01 $255K - $316K
3.52K $308K
2.08K
New
$118.11 - $1224.4 $246K - $2.55M
2.08K $256K
472
New
$495.16 - $548.49 $234K - $259K
472 $256K
View all

Top Sells

Reduced Positions

129 operations
Stock Shares change Price Range Shares Held Trade History
-6.99K
- 3.48%
$60.34 - $65.19 $421K - $455K
194K $12.1M
-45.1K
- 9.25%
$35.3 - $38.79 $1.59M - $1.75M
443K $16.7M
-6.31K
- 45.91%
$105.37 - $107.16 $665K - $676K
7.43K $792K
-1.88K
- 11.76%
$497.53 - $549.64 $933K - $1.03M
14.1K $7.7M
-6.5K
- 19.37%
$29.85 - $44.52 $194K - $289K
27.1K $837K
-2.98K
- 38.36%
$190.36 - $215.89 $568K - $644K
4.79K $1.02M
View all
Activity Summary
Buys All Purchases 25 New Holdings 11 Increased Positions 14 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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