HWMA
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Heritage Wealth Management (Arizona)’s Visa V Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.6M Sell
6,094
-574
-9% -$157K 0.89% 25
2024
Q1 		$1.86M Sell
6,668
-211
-3% -$58.3K 0.95% 23
2023
Q4 		$1.79M Buy
+6,879
New +$1.7M 0.97% 22
2022
Q4 		$5.34M Buy
25,715
+13,476
+110% +$2.72M 0.76% 25
2022
Q3 		$2.17M Buy
12,239
+656
+6% +$133K 0.7% 25
2022
Q2 		$2.28M Sell
11,583
-422
-4% -$87.2K 0.76% 22
2022
Q1 		$2.66M Buy
+12,005
New +$2.6M 0.72% 23
2021
Q3 		$2.06M Buy
9,225
+842
+10% +$197K 0.73% 24
2021
Q2 		$1.96M Sell
8,383
-157
-2% -$35.9K 0.74% 22
2021
Q1 		$1.81M Buy
+8,540
New +$1.8M 1.02% 19

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