Heritage Wealth Advisors’s Solventum SOLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$29.3K	Hold	386	–	–	﹤0.01%	337
2025 Q1	$29.4K	Sell	386 -150	-28%	-$11.4K	﹤0.01%	340
2024 Q4	$35.4K	Sell	536 -40	-7%	-$2.64K	﹤0.01%	343
2024 Q3	$40.2K	Hold	576	–	–	﹤0.01%	347
2024 Q2	$30.5K	Buy	+576	New	+$30.5K	﹤0.01%	351