Heritage Oak Wealth Advisors LLC CORE SCIENTIFIC INC NEW Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025
Number of Shares
443,457
Previous 443,606 0.03%
Holding current value
$5.16 Billion
Previous $4.81 Billion 7.25%
% of portfolio
1.87%
Previous 1.86%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
N/A
-149 Reduced 0.03%
443,457 $5.16 Billion
Q2 2025

Jul 15, 2025
SELL
N/A
-1,075 Reduced 0.24%
443,606 $4.81 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
2,385 Added 0.54%
444,681 $1.35 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
442,296 New
442,296 $3.64 Billion
Q2 2024

Aug 28, 2024
BUY
N/A
536,170 New
536,170 $2.42 Billion
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