Suncor Energy shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Suncor Energy (SU) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Suncor Energy
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Quarterly reported holdings in Suncor Energy by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $711k | 19k | 38.10 |
| 2024-03-31 | $849k | 23k | 36.91 |
| 2023-12-31 | $757k | 24k | 32.04 |
| 2022-12-31 | $750k | 24k | 31.73 |
| 2022-09-30 | $282k | 10k | 28.16 |
| 2022-06-30 | $4.8k | 137 | 35.07 |
More positions owned by Heritage Wealth Management
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