Heritage Wealth Advisors’s Block Inc XYZ Stock Holding History

Heritage Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.95K	Hold	49	–	–	﹤0.01%	605
2025 Q4	$3.19K	Hold	49	–	–	﹤0.01%	525
2025 Q3	$3.54K	Hold	49	–	–	﹤0.01%	496
2025 Q2	$3.33K	Hold	49	–	–	﹤0.01%	486
2025 Q1	$2.66K	Hold	49	–	–	﹤0.01%	492
2024 Q4	$4.17K	Hold	49	–	–	﹤0.01%	514
2024 Q3	$3.29K	Hold	49	–	–	﹤0.01%	517
2024 Q2	$3.16K	Hold	49	–	–	﹤0.01%	469
2024 Q1	$4.14K	Hold	49	–	–	﹤0.01%	479
2023 Q4	$3.79K	Hold	49	–	–	﹤0.01%	490
2023 Q3	$2.17K	Hold	49	–	–	﹤0.01%	463
2023 Q2	$3.26K	Hold	49	–	–	﹤0.01%	487
2023 Q1	$3.36K	Hold	49	–	–	﹤0.01%	493
2022 Q4	$3.08K	Hold	49	–	–	﹤0.01%	494
2022 Q3	$2.69K	Hold	49	–	–	﹤0.01%	473
2022 Q2	$3K	Buy	49 +20	+69%	+$1.83K	﹤0.01%	523
2022 Q1	$4K	Hold	29	–	–	﹤0.01%	484
2021 Q4	$5K	Buy	29 +4	+16%	+$867	﹤0.01%	487
2021 Q3	$6K	Hold	25	–	–	﹤0.01%	462
2021 Q2	$6.09K	Hold	25	–	–	﹤0.01%	468
2021 Q1	$5.68K	Hold	25	–	–	﹤0.01%	486
2020 Q4	$5K	Buy	25 +5	+25%	+$975	﹤0.01%	493
2020 Q3	$3.25K	Buy	+20	New	+$2.82K	﹤0.01%	438

Other funds holding XYZ

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return