Heritage Wealth Management, Inc. Sells in Q4 2024

Heritage Wealth Management, Inc.

  • $301 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
S
Sentinel One, Inc.

Technology
-125
- 0.65%
$22.05 - $28.68 $2.76K - $3.59K
19.1K $423M
APD
Air Products & Chemicals, Inc.

Basic Materials
-10
- 0.25%
$285.5 - $335.62 $2.86K - $3.36K
3.93K $1.14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-18
- 0.51%
$442.29 - $483.08 $7.96K - $8.7K
3.49K $1.58B
OXY
Occidental Petroleum Corp

Energy
-300
- 5.03%
$45.36 - $55.91 $13.6K - $16.8K
5.67K $280M
ITW
Illinois Tool Works Inc

Industrials
-10
- 0.54%
$253.56 - $278.5 $2.54K - $2.79K
1.83K $463M
VIG
Vanguard Dividend Appreciation

ETFs
-64
- 2.89%
N/A
2.15K $421M
USA
Liberty All Star Equity Fund

Financial Services
-668
- 0.79%
$6.82 - $7.46 $4.56K - $4.98K
83.8K $582M
ALL
Allstate Corp

Financial Services
-414
- 2.06%
$181.25 - $208.2 $75K - $86.2K
19.7K $3.8B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-19
- 0.29%
$80.18 - $88.79 $1.52K - $1.69K
6.62K $534M
ABC
Amerisourcebergen Corp

Healthcare
-25
- 0.66%
N/A
3.77K $848M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-27
- 1.07%
$126.68 - $134.74 $3.42K - $3.64K
2.49K $317M
Vitesse Energy Inc
-988
- 4.74%
N/A
19.9K $497M
STEW
Boulder Growth & Income Fund

Financial Services
-250
- 0.79%
$15.33 - $16.73 $3.83K - $4.18K
31.5K $504M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8
- 1.15%
$481.22 - $538.17 $3.85K - $4.31K
689 $352M
BMY
Bristol Myers Squibb CO

Healthcare
-400
- 4.66%
$51.92 - $59.94 $20.8K - $24K
8.18K $463M
XEL
Xcel Energy Inc

Utilities
-79
- 0.71%
$62.16 - $72.92 $4.91K - $5.76K
11.1K $748M
AXP
American Express CO

Financial Services
-40
- 2.84%
$267.35 - $305.57 $10.7K - $12.2K
1.37K $406M
DE
Deere & CO

Industrials
-10
- 0.19%
$389.45 - $466.0 $3.89K - $4.66K
5.32K $2.25B
BAC
Bank Of America Corp

Financial Services
-1.11K
- 5.11%
$39.22 - $47.77 $43.4K - $52.9K
20.6K $903M
Ge Vernova Inc
-75
- 6.94%
N/A
1.01K $331M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-4
- 0.05%
$178.39 - $215.0 $714 - $860
7.4K $1.43B
HBAN
Huntington Bancshares Inc

Financial Services
-200
- 0.35%
$14.18 - $18.2 $2.84K - $3.64K
57.6K $937M
CRM
Salesforce, Inc.

Technology
-50
- 2.06%
$270.87 - $367.87 $13.5K - $18.4K
2.37K $793M
CINF
Cincinnati Financial Corp

Financial Services
-125
- 0.38%
$132.86 - $160.16 $16.6K - $20K
32.5K $4.68B
KR
Kroger CO

Consumer Defensive
-219
- 0.34%
$55.21 - $63.3 $12.1K - $13.9K
64.3K $3.93B
NVDA
Nvidia Corp

Technology
-225
- 1.08%
$117.0 - $148.88 $26.3K - $33.5K
20.6K $2.77B
CSCO
Cisco Systems, Inc.

Technology
-159
- 0.26%
$52.45 - $60.02 $8.34K - $9.54K
60.8K $3.6B
USB
Us Bancorp \De\

Financial Services
-5.18K
- 1.75%
$43.98 - $53.66 $228K - $278K
291K $13.9B
WMT
Walmart Inc.

Consumer Defensive
-929
- 1.16%
$79.1 - $95.7 $73.5K - $88.9K
79.4K $7.18B
JPM
Jpmorgan Chase & CO

Financial Services
-170
- 0.5%
$205.18 - $250.29 $34.9K - $42.5K
33.7K $8.09B
AAPL
Apple Inc.

Technology
-1.51K
- 1.93%
$221.69 - $259.02 $334K - $390K
76.6K $19.2B
Activity Summary
Buys All Purchases 58 New Holdings 12 Increased Positions 46 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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