HWA
Heritage Wealth Advisors’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
4,383
-43
| -1% | -$11K | 0.05% | 75 |
|
|
2025
Q1 | $1.05M | Sell |
4,426
-482
| -10% | -$114K | 0.05% | 77 |
|
|
2024
Q4 | $1.15M | Sell |
4,908
-11
| -0.2% | -$2.58K | 0.06% | 76 |
|
|
2024
Q3 | $1.22M | Sell |
4,919
-37
| -0.7% | -$9.19K | 0.06% | 77 |
|
|
2024
Q2 | $1.06M | Sell |
4,956
-239
| -5% | -$51.3K | 0.05% | 80 |
|
|
2024
Q1 | $1.32M | Sell |
5,195
-260
| -5% | -$66.3K | 0.06% | 72 |
|
|
2023
Q4 | $1.29M | Buy |
5,455
+540
| +11% | +$128K | 0.06% | 73 |
|
|
2023
Q3 | $968K | Buy |
4,915
+920
| +23% | +$181K | 0.05% | 83 |
|
|
2023
Q2 | $906K | Hold |
3,995
| – | – | 0.05% | 88 |
|
|
2023
Q1 | $847K | Buy |
3,995
+15
| +0.4% | +$3.18K | 0.05% | 88 |
|
|
2022
Q4 | $981K | Hold |
3,980
| – | – | 0.06% | 83 |
|
|
2022
Q3 | $834K | Hold |
3,980
| – | – | 0.06% | 86 |
|
|
2022
Q2 | $905K | Buy |
3,980
+55
| +1% | +$12.5K | 0.06% | 86 |
|
|
2022
Q1 | $1.12M | Hold |
3,925
| – | – | 0.06% | 79 |
|
|
2021
Q4 | $1.17M | Sell |
3,925
-137
| -3% | -$40.8K | 0.06% | 84 |
|
|
2021
Q3 | $972K | Buy |
4,062
+800
| +25% | +$191K | 0.06% | 86 |
|
|
2021
Q2 | $866K | Hold |
3,262
| – | – | 0.05% | 92 |
|
|
2021
Q1 | $876K | Hold |
3,262
| – | – | 0.05% | 92 |
|
|
2020
Q4 | $775K | Buy |
3,262
+1
| +0% | +$238 | 0.05% | 102 |
|
|
2020
Q3 | $698K | Buy |
3,261
+136
| +4% | +$29.1K | 0.09% | 79 |
|
|
2020
Q2 | $549K | Sell |
3,125
-5
| -0.2% | -$878 | 0.08% | 83 |
|
|
2020
Q1 | $457K | Sell |
3,130
-128
| -4% | -$18.7K | 0.08% | 85 |
|
|
2019
Q4 | $632K | Buy |
3,258
+233
| +8% | +$45.2K | 0.08% | 88 |
|
|
2019
Q3 | $543K | Buy |
3,025
+940
| +45% | +$169K | 0.08% | 90 |
|
|
2019
Q2 | $416K | Hold |
2,085
| – | – | 0.06% | 102 |
|
|
2019
Q1 | $390K | Buy |
2,085
+199
| +11% | +$37.2K | 0.06% | 95 |
|
|
2018
Q4 | $282K | Sell |
1,886
-188
| -9% | -$28.1K | 0.06% | 105 |
|
|
2018
Q3 | $374K | Hold |
2,074
| – | – | 0.07% | 91 |
|
|
2018
Q2 | $314K | Sell |
2,074
-149
| -7% | -$22.6K | 0.12% | 93 |
|
|
2018
Q1 | $304K | Sell |
2,223
-113
| -5% | -$15.5K | 0.13% | 90 |
|
|
2017
Q4 | $339K | Buy |
2,336
+2
| +0.1% | +$290 | 0.15% | 88 |
|
|
2017
Q3 | $309K | Buy |
2,334
+25
| +1% | +$3.31K | 0.16% | 82 |
|
|
2017
Q2 | $280K | Hold |
2,309
| – | – | 0.14% | 83 |
|
|
2017
Q1 | $259K | Hold |
2,309
| – | – | 0.14% | 84 |
|
|
2016
Q4 | $250K | Hold |
2,309
| – | – | 0.16% | 72 |
|
|
2016
Q3 | $225K | Buy |
+2,309
| New | +$225K | 0.16% | 80 |
|