HWP
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Heritage Wealth Partners’s Visa V Stock Holding History

Heritage Wealth Partners’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
Q1 		$277K Sell
791
-172
-18% -$60.3K 0.42% 44
2024
Q4 		$304K Sell
963
-651
-40% -$206K 0.38% 48
2024
Q3 		$444K Sell
1,614
-883
-35% -$243K 0.52% 39
2024
Q2 		$656K Buy
+2,497
New +$656K 0.95% 25