American Century Companies’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.68M | Sell |
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|
2025
Q2 | $3.35M | Sell |
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|
2025
Q1 | $5.2M | Sell |
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|
2024
Q4 | $6.82M | Sell |
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|
2024
Q3 | $6.38M | Buy |
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|
2024
Q2 | $5.01M | Buy |
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|
2024
Q1 | $5.23M | Buy |
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|
2023
Q4 | $3.95M | Buy |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $365K | Buy |
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|
2023
Q1 | $300K | Buy |
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|
2022
Q4 | $381K | Buy |
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|
2022
Q3 | $208K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5.06M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $4.79M | Sell |
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|
2014
Q3 | $6.36M | Sell |
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|
2014
Q2 | $8.05M | Buy |
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|
2014
Q1 | $8.09M | Sell |
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|
2013
Q4 | $8.28M | Sell |
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|
2013
Q3 | $9.68M | Buy |
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|
2013
Q2 | $9.02M | Buy |
|