AlTi Global’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.52M | Buy |
656,604
+29
| +0% | +$288 | 0.16% | 76 |
|
|
2025
Q1 | $6.25M | Buy |
656,575
+2,400
| +0.4% | +$22.8K | 0.16% | 69 |
|
|
2024
Q4 | $6.14M | Buy |
654,175
+5,889
| +0.9% | +$55.2K | 0.15% | 81 |
|
|
2024
Q3 | $6.41M | Hold |
648,286
| – | – | 0.15% | 84 |
|
|
2024
Q2 | $5.64M | Buy |
648,286
+6,747
| +1% | +$58.7K | 0.15% | 72 |
|
|
2024
Q1 | $5.5M | Buy |
641,539
+4,500
| +0.7% | +$38.6K | 0.15% | 85 |
|
|
2023
Q4 | $6.32M | Buy |
+637,039
| New | +$6.32M | 0.19% | 70 |
|