Heritage Wealth Management, LLC Purchases and Sells in Q1 2024

Heritage Wealth Management, LLC

  • $200 Million
  • Q1 2024

Top Buys

Incresed Positions

30 operations
Stock Shares change Price Range Shares Held Trade History
16.1K
+ 502.65%
$215.38 - $273.47 $3.48M - $4.41M
19.3K $4.69M
1.37K
+ 9.4%
$469.56 - $525.73 $644K - $721K
16K $8.39M
2.31K
+ 76.45%
$338.26 - $395.2 $783K - $914K
5.34K $2.05M
12K
+ 2.53%
$33.69 - $36.47 $406K - $439K
488K $17.6M
6.05K
+ 11.58%
$68.14 - $74.43 $413K - $451K
58.3K $4.33M
93
+ 1.11%
$367.75 - $429.37 $34.2K - $39.9K
8.5K $3.58M
View all

New Holdings

18 operations
Stock Shares change Price Range Shares Held Trade History
14.3K
New
$91.73 - $113.45 $1.31M - $1.62M
14.3K $1.62M
33.6K
New
$41.83 - $49.55 $1.4M - $1.66M
33.6K $1.48M
5.8K
New
$159.82 - $182.1 $926K - $1.06M
5.8K $1.06M
4.44K
New
$88.98 - $96.29 $395K - $428K
4.44K $406K
733
New
$396.28 - $446.38 $290K - $327K
733 $325K
7.17K
New
$39.73 - $44.95 $285K - $322K
7.17K $312K
View all

Top Sells

Reduced Positions

112 operations
Stock Shares change Price Range Shares Held Trade History
-566
- 3.22%
$169.0 - $195.18 $95.7K - $110K
17K $2.92M
-3.84K
- 21.84%
$107.41 - $108.76 $413K - $418K
13.7K $1.48M
-3.99K
- 38.61%
$98.36 - $99.47 $392K - $397K
6.35K $630K
-632
- 45.05%
$327.42 - $357.79 $207K - $226K
771 $267K
-155
- 2.62%
$186.68 - $218.81 $28.9K - $33.9K
5.76K $1.14M
-68
- 2.24%
$472.6 - $545.42 $32.1K - $37.1K
2.97K $1.47M
View all
Activity Summary
Buys All Purchases 48 New Holdings 18 Increased Positions 30 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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