TowneBank shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of TowneBank (TOWN) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in TowneBank
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Quarterly reported holdings in TowneBank by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 3.6k | 300.20 |
| 2023-12-31 | $3.5k | 116 | 29.76 |
| 2023-09-30 | $2.7k | 116 | 22.93 |
| 2023-06-30 | $2.7k | 116 | 23.24 |
| 2023-03-31 | $3.1k | 116 | 26.65 |
| 2022-12-31 | $3.6k | 116 | 30.84 |
| 2022-09-30 | $3.0k | 116 | 25.86 |
| 2022-06-30 | $3.0k | 116 | 25.86 |
| 2022-03-31 | $3.0k | 116 | 25.86 |
| 2021-12-31 | $38k | 1.2k | 31.59 |
| 2021-09-30 | $37k | 1.2k | 31.11 |
| 2021-06-30 | $36k | 1.2k | 30.42 |
| 2021-03-31 | $36k | 1.2k | 30.40 |
| 2020-12-31 | $28k | 1.2k | 23.45 |
| 2020-09-30 | $20k | 1.2k | 16.40 |
| 2020-06-30 | $22k | 90 | 244.44 |
| 2020-03-31 | $22k | 1.2k | 18.09 |
| 2019-12-31 | $33k | 1.2k | 27.82 |
| 2019-09-30 | $33k | 1.2k | 27.64 |
| 2019-06-30 | $33k | 1.2k | 27.28 |
| 2019-03-31 | $30k | 1.2k | 24.75 |
| 2018-12-31 | $28k | 1.2k | 23.45 |
| 2018-09-30 | $33k | 1.1k | 30.61 |