HWMC
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Heritage Wealth Management (California)’s Visa V Stock Holding History

Heritage Wealth Management (California)’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$279K Sell
785
-10
-1% -$3.55K 0.19% 69
2025
Q1 		$279K Buy
795
+11
+1% +$3.86K 0.21% 65
2024
Q4 		$248K Buy
+784
New +$248K 0.18% 74