Heritage Trust CO Purchases and Sells in Q4 2024

Heritage Trust CO

$827 Million
Q4 2024

Top Buys

Incresed Positions

104 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JNJ	102K + 149.96%	$143.34 - $165.86 $14.6M - $16.9M	170K $24.6M
SPY	6.77K + 28.6%	$567.81 - $607.81 $3.84M - $4.12M	30.4K $17.8M
T	210K + 1108.37%	$21.22 - $23.88 $4.46M - $5.02M	229K $5.22M
WMT	5.52K + 3.57%	$79.1 - $95.7 $436K - $528K	160K $14.5M
GM	64.1K + 130.2%	$44.82 - $60.2 $2.87M - $3.86M	113K $6.03M
JPM	3.93K + 5.7%	$205.18 - $250.29 $807K - $984K	72.9K $17.5M

New Holdings

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJK	50.1K New	$90.66 - $99.46 $4.54M - $4.98M	50.1K $4.55M
ROK	3.33K New	$264.65 - $302.92 $881K - $1.01M	3.33K $951K
AMD	6.66K New	$118.88 - $172.8 $792K - $1.15M	6.66K $804K
SRLN	18.9K New	$41.48 - $42.08 $784K - $795K	18.9K $788K
AEP	7.69K New	$90.91 - $102.21 $699K - $786K	7.69K $709K
AVB	2.89K New	$216.28 - $237.81 $626K - $688K	2.89K $636K

Top Sells

Reduced Positions

115 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QCOM	-2.16K - 2.37%	$150.4 - $178.04 $325K - $385K	89.3K $13.7M
VEA	-46.7K - 8.67%	$47.57 - $52.44 $2.22M - $2.45M	492K $23.5M
ALL	-7.58K - 83.18%	$181.25 - $208.2 $1.37M - $1.58M	1.53K $295K
DUK	-10.3K - 80.62%	$105.76 - $120.76 $1.09M - $1.24M	2.47K $266K
VWO	-22.5K - 11.74%	$44.04 - $49.49 $989K - $1.11M	169K $7.43M
DVN	-1.89K - 3.26%	$30.52 - $42.96 $57.7K - $81.2K	56.2K $1.84M

Activity Summary All Purchases 138 New Holdings 34 Increased Positions 104 All Sells 115 Reductions 115 Sold out 0 Calls 0 Puts 0

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