Heritage Wealth Advisors VERALTO ORD WI Transaction History

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025
Number of Shares
350
Previous 400 12.5%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
N/A
-50 Reduced 12.5%
350 $0
Q1 2025

May 08, 2025
SELL
N/A
-66 Reduced 14.16%
400 $0
Q4 2024

Feb 11, 2025
SELL
N/A
-66 Reduced 12.41%
466 $0
Q3 2024

Nov 12, 2024
BUY
N/A
13 Added 2.5%
532 $0
Q2 2024

Dec 12, 2024
SELL
N/A
-36 Reduced 6.49%
519 $0
Q2 2024

Aug 05, 2024
BUY
N/A
362 Added 230.57%
519 $0
Q1 2024

Dec 12, 2024
SELL
N/A
-53 Reduced 8.72%
555 $0
Q1 2024

May 08, 2024
SELL
N/A
-451 Reduced 74.18%
157 $0
Q4 2023

Dec 12, 2024
BUY
N/A
76 Added 14.29%
608 $0
Q4 2023

Feb 09, 2024
BUY
N/A
608 New
608 $0
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