Heritage Wealth Management, Inc. GE VERNOVA INC Transaction History

Heritage Wealth Management, Inc.

  • $360 Billion
  • Q4 2025
Number of Shares
911
Previous 986 7.61%
Holding current value
$595 Million
Previous $606 Million 1.8%
% of portfolio
0.17%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
N/A
-75 Reduced 7.61%
911 $595 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-20 Reduced 1.99%
986 $522 Million
Q4 2024

Feb 05, 2025
SELL
N/A
-75 Reduced 6.94%
1,006 $331 Million
Q3 2024

Oct 31, 2024
BUY
N/A
1,081 New
1,081 $276 Million
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