Heritage Wealth Advisors’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
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|
2025
Q1 | $588K | Sell |
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|
2024
Q4 | $708K | Buy |
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|
2024
Q3 | $414K | Hold |
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|
2024
Q2 | $387K | Sell |
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|
2024
Q1 | $553K | Hold |
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|
2023
Q4 | $475K | Sell |
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|
2023
Q3 | $405K | Hold |
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|
2023
Q2 | $358K | Hold |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $433K | Hold |
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|
2022
Q3 | $418K | Sell |
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|
2022
Q2 | $542K | Buy |
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|
2022
Q1 | $343K | Hold |
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|
2021
Q4 | $362K | Hold |
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|
2021
Q3 | $358K | Hold |
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|
2021
Q2 | $340K | Hold |
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|
2021
Q1 | $402K | Sell |
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|
2020
Q4 | $499K | Buy |
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|
2020
Q3 | $139K | Hold |
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|
2020
Q2 | $162K | Buy |
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|
2020
Q1 | $11.1K | Hold |
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|
2019
Q4 | $14.1K | Hold |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $11.6K | Hold |
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|
2019
Q1 | $12.6K | Buy |
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