Heritage Wealth Advisors's ownership history for CRM

Heritage Wealth Advisors currently holds 911 shares with a market value of $170.1K. It started holding CRM on 2024-09-30. At its peak, it held 1.1K shares on 2024-09-30. Its highest holding value was $294.0K on 2024-09-30. At its lowest, it held 787 shares on 2025-09-30, with a value of $170.1K on 2026-03-31. In the recent 180 days, Heritage Wealth Advisors has increased its shares by 124. In the recent year, Heritage Wealth Advisors has increased its shares by 71.