Heritage Wealth Advisors's ownership history for CRM
Heritage Wealth Advisors currently holds 984 shares with a market value of $260.7K. 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 $186.5K on 2025-09-30. In the recent 180 days, Heritage Wealth Advisors has increased its shares by 143. In the recent year, Heritage Wealth Advisors has increased its shares by 139.
Heritage Wealth Advisors's ownership history for CRM