Heritage Wealth Advisors’s Wabtec WAB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.61K Hold
22
﹤0.01% 469
2025
Q1
$3.99K Sell
22
-3
-12% -$544 ﹤0.01% 469
2024
Q4
$4.74K Buy
25
+3
+14% +$569 ﹤0.01% 496
2024
Q3
$4K Buy
22
+16
+267% +$2.91K ﹤0.01% 505
2024
Q2
$948 Hold
6
﹤0.01% 488
2024
Q1
$874 Hold
6
﹤0.01% 511
2023
Q4
$761 Hold
6
﹤0.01% 519
2023
Q3
$638 Hold
6
﹤0.01% 481
2023
Q2
$658 Hold
6
﹤0.01% 521
2023
Q1
$606 Buy
+6
New +$606 ﹤0.01% 543
2021
Q1
Sell
-150
Closed -$11K 593
2020
Q4
$11K Sell
150
-2
-1% -$147 ﹤0.01% 449
2020
Q3
$9.41K Buy
+152
New +$9.41K ﹤0.01% 397
2020
Q2
Sell
-6
Closed -$289 453
2020
Q1
$289 Hold
6
﹤0.01% 435
2019
Q4
$467 Sell
6
-75
-93% -$5.84K ﹤0.01% 700
2019
Q3
$5K Sell
81
-15
-16% -$926 ﹤0.01% 412
2019
Q2
$6.89K Sell
96
-616
-87% -$44.2K ﹤0.01% 408
2019
Q1
$52.5K Buy
+712
New +$52.5K 0.01% 224