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Heritage Wealth Management (Ohio)’s Salesforce CRM Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$719K Hold
2,635
– – 0.23% 106
2025
Q1 		$707K Buy
2,635
+262
+11% +$70.3K 0.24% 104
2024
Q4 		$793K Sell
2,373
-50
-2% -$16.7K 0.26% 98
2024
Q3 		$663K Hold
2,423
– – 0.22% 118
2024
Q2 		$638K Buy
+2,423
New +$638K 0.21% 112