Heritage Wealth Management, Inc. /Ca/ Purchases and Sells in Q1 2025

Heritage Wealth Management, Inc. /Ca/

  • $133 Billion
  • Q1 2025

Top Buys

Incresed Positions

38 operations
Stock Shares change Price Range Shares Held Trade History
17.2K
+ 1155.47%
$167.43 - $244.7 $2.88M - $4.21M
18.7K $3.13B
678
+ 32.61%
$576.36 - $736.67 $391K - $499K
2.76K $1.59B
4.36K
+ 16.86%
$209.68 - $247.1 $913K - $1.08M
30.2K $6.7B
2.04K
+ 7.88%
$47.35 - $48.24 $96.4K - $98.2K
27.9K $1.33B
48
+ 6.99%
$442.66 - $534.52 $21.2K - $25.7K
735 $391M
1.31K
+ 7.66%
$19.1 - $27.39 $24.9K - $35.8K
18.4K $417M
View all

New Holdings

2 operations
Stock Shares change Price Range Shares Held Trade History
1.23K
New
$169.2 - $216.66 $208K - $266K
1.23K $258M
1.16K
New
$182.82 - $196.21 $213K - $228K
1.16K $219M

Top Sells

Reduced Positions

35 operations
Stock Shares change Price Range Shares Held Trade History
-2.39K
- 1.62%
$32.42 - $36.13 $77.4K - $86.3K
145K $4.8B
-4.9K
- 9.97%
$71.17 - $73.66 $349K - $361K
44.2K $3.25B
-31
- 0.53%
$154.33 - $206.19 $4.78K - $6.39K
5.87K $908M
-8.53K
- 9.92%
$22.25 - $23.0 $190K - $196K
77.5K $1.78B
-2.18K
- 11.92%
$95.85 - $99.25 $208K - $216K
16.1K $1.59B
-3.44K
- 3.19%
$58.07 - $58.69 $200K - $202K
104K $6.12B
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
-8.9K
- 23.92%
$551.42 - $612.93 $4.91M - $5.46M
28.3K $15.8B
Activity Summary
Buys All Purchases 40 New Holdings 2 Increased Positions 38 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 1 Puts 0
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