Heritage Wealth Advisors Brookfield Corporation Transaction History

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025
Number of Shares
1,092,033
Previous 1,097,631 0.51%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
N/A
-5,598 Reduced 0.51%
1,092,033 $0
Q2 2025

Aug 11, 2025
BUY
N/A
1,853 Added 0.17%
1,097,631 $0
Q1 2025

May 08, 2025
BUY
N/A
24,039 Added 2.24%
1,095,778 $0
Q4 2024

Feb 11, 2025
SELL
N/A
-94,058 Reduced 8.07%
1,071,739 $0
Q3 2024

Nov 12, 2024
BUY
N/A
14,252 Added 1.24%
1,165,797 $0
Q2 2024

Dec 12, 2024
BUY
N/A
42,223 Added 3.81%
1,151,545 $0
Q2 2024

Aug 05, 2024
BUY
N/A
42,223 Added 3.81%
1,151,545 $0
Q1 2024

Dec 12, 2024
BUY
N/A
46,267 Added 4.35%
1,109,322 $0
Q1 2024

May 08, 2024
BUY
N/A
46,267 Added 4.35%
1,109,322 $0
Q4 2023

Dec 12, 2024
BUY
N/A
93,201 Added 9.61%
1,063,055 $0
Q4 2023

Feb 09, 2024
BUY
N/A
93,201 Added 9.61%
1,063,055 $0
Q3 2023

Dec 12, 2024
BUY
N/A
75,229 Added 8.41%
969,854 $0
Q3 2023

Nov 08, 2023
BUY
N/A
75,229 Added 8.41%
969,854 $0
Q2 2023

Dec 12, 2024
SELL
N/A
-271,172 Reduced 23.26%
894,625 $0
Q2 2023

Aug 09, 2023
BUY
N/A
41,041 Added 4.81%
894,625 $0
Q1 2023

May 04, 2023
BUY
N/A
100,507 Added 13.35%
853,584 $0
Q4 2022

Dec 12, 2024
SELL
N/A
-412,720 Reduced 35.4%
753,077 $0
Q4 2022

Feb 06, 2023
BUY
N/A
753,077 New
753,077 $0
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email