Heritage Wealth Management, Inc./Texas Purchases and Sells in Q3 2025

Heritage Wealth Management, Inc./Texas

  • $227 Billion
  • Q3 2025

Top Buys

Incresed Positions

16 operations
Stock Shares change Price Range Shares Held Trade History
223K
+ 58.38%
$34.05 - $36.55 $7.59M - $8.15M
605K $22B
12.7K
+ 1.44%
$67.01 - $72.84 $852K - $926K
895K $64.9B
69.1K
+ 45.96%
$28.84 - $31.84 $1.99M - $2.2M
219K $6.92B
7.2K
+ 1.76%
$63.41 - $69.69 $456K - $502K
416K $28.5B
5.51K
+ 0.82%
$41.91 - $44.87 $231K - $247K
679K $30.3B
14.4K
+ 4.81%
$35.76 - $37.93 $517K - $548K
314K $11.9B
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
936
New
$303.93 - $329.86 $284K - $309K
936 $307M
5.81K
New
$50.17 - $50.56 $291K - $294K
5.81K $293M
814
New
$237.58 - $259.17 $193K - $211K
814 $207M
950
New
N/A
950 $205M
14K
New
$8.7 - $9.11 $122K - $128K
14K $128M

Top Sells

Reduced Positions

12 operations
Stock Shares change Price Range Shares Held Trade History
-7.41K
- 5.99%
$103.24 - $106.68 $765K - $790K
116K $12.4B
-1.16K
- 19.51%
$160.52 - $174.4 $187K - $203K
4.8K $804M
-3.55K
- 23.96%
$32.37 - $37.31 $115K - $133K
11.3K $388M
-1.82K
- 14.92%
$22.9 - $24.1 $41.7K - $43.8K
10.4K $247M
-773
- 10.67%
$82.42 - $87.03 $63.7K - $67.3K
6.47K $563M
-2.42K
- 8.83%
$108.46 - $120.63 $263K - $292K
25K $2.97B
View all
Activity Summary
Buys All Purchases 21 New Holdings 5 Increased Positions 16 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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