Heritage Wealth Advisors’s FAIRFAX FINL HLDGS LTD SUB VTG FFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Sell |
2,677
-7
| -0.3% | -$12.6K | 0.23% | 42 |
|
|
2025
Q1 | $3.88M | Hold |
2,684
| – | – | 0.2% | 43 |
|
|
2024
Q4 | $3.73M | Sell |
2,684
-2,577
| -49% | -$3.58M | 0.19% | 45 |
|
|
2024
Q3 | $6.65M | Buy |
5,261
+7
| +0.1% | +$8.85K | 0.31% | 36 |
|
|
2024
Q2 | $5.98M | Buy |
5,254
+9
| +0.2% | +$10.2K | 0.27% | 39 |
|
|
2024
Q1 | $5.66M | Buy |
5,245
+45
| +0.9% | +$48.6K | 0.26% | 41 |
|
|
2023
Q4 | $4.82M | Hold |
5,200
| – | – | 0.24% | 42 |
|
|
2023
Q3 | $4.26M | Buy |
+5,200
| New | +$4.26M | 0.23% | 39 |
|
|
2020
Q1 | – | Sell |
-180
| Closed | -$84.5K | – | 608 |
|
|
2019
Q4 | $84.5K | Buy |
+180
| New | +$84.5K | 0.01% | 247 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$54K | – | 429 |
|
|
2018
Q3 | $54K | Buy |
+100
| New | +$54K | 0.01% | 195 |
|