Heritage Wealth Partners, LLC Purchases and Sells in Q2 2024

Heritage Wealth Partners, LLC

$69 Billion
Q2 2024

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	32.1K + 1428.82%	$118.11 - $1224.4 $3.79M - $39.3M	34.3K $4.24B
DIA	5.39K + 88.58%	$377.31 - $399.95 $2.03M - $2.16M	11.5K $4.49B
QQQ	2.21K + 19.7%	$414.65 - $485.21 $916K - $1.07M	13.4K $6.43B
XOM	8.71K + 95.02%	$108.36 - $122.2 $944K - $1.06M	17.9K $2.06B
GOOG	4.9K + 321.46%	$151.94 - $186.86 $744K - $915K	6.42K $1.18B
AVGO	523 + 268.21%	$1204.71 - $1828.87 $630K - $956K	718 $1.15B

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	1.34K New	$724.87 - $909.04 $969K - $1.22M	1.34K $1.21B
GS	2.09K New	$389.49 - $470.41 $816K - $985K	2.09K $947M
NFLX	1.33K New	$550.64 - $686.12 $734K - $915K	1.33K $900M
V	2.5K New	$262.47 - $281.5 $655K - $703K	2.5K $656M
CAT	1.92K New	$321.47 - $379.3 $618K - $729K	1.92K $640M
ISHARES BITCOIN TR	18.6K New	N/A	18.6K $634M

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UAUG	-21.9K - 55.04%	$31.71 - $33.65 $695K - $738K	17.9K $603M
UNH	-941 - 55.03%	$439.2 - $524.63 $413K - $494K	769 $392M
JPST	-6.94K - 25.36%	$50.22 - $50.48 $348K - $350K	20.4K $1.03B
BIL	-3.09K - 13.76%	$91.42 - $91.82 $282K - $284K	19.4K $1.78B
VGSH	-4.58K - 26.3%	$57.55 - $58.0 $263K - $265K	12.8K $744M
SHV	-2.41K - 18.7%	$110.04 - $110.51 $266K - $267K	10.5K $1.16B

Activity Summary All Purchases 36 New Holdings 18 Increased Positions 18 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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