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Heartwood Wealth Advisors’s Motorola Solutions MSI Stock Holding History

Heartwood Wealth Advisors’s Portfolio MSI Stock Details MSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9
Closed -$4.12K – 454
2025
Q3 		$4.12K Buy
+9
New +$4.06K ﹤0.01% 430

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Ameriprise
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Heartwood Wealth Advisors's MSI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Motorola Solutions (MSI) in Q4 2025, closing a stake of 9 shares — an estimated $4.12K sold.

Heartwood Wealth Advisors first reported a position in MSI in Q3 2025 and held it in 1 quarter. The position peaked at $4.12K in Q3 2025. 1,411 funds tracked by Wall St. Rank hold MSI as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Motorola Solutions position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 9 Motorola Solutions shares in Q4 2025, an estimated $4.12K.
  • Heartwood Wealth Advisors first reported a position in Motorola Solutions in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Motorola Solutions position peaked at $4.12K in Q3 2025.
  • 1,411 funds tracked by Wall St. Rank held Motorola Solutions as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.