Amundi’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,669
| Closed | -$308K | – | 1880 |
|
|
2025
Q1 | $308K | Sell |
13,669
-3,254
| -19% | -$73.2K | ﹤0.01% | 1593 |
|
|
2024
Q4 | $402K | Buy |
16,923
+11,281
| +200% | +$268K | ﹤0.01% | 1610 |
|
|
2024
Q3 | $118K | Buy |
5,642
+804
| +17% | +$16.8K | ﹤0.01% | 1756 |
|
|
2024
Q2 | $84.9K | Sell |
4,838
-1,356
| -22% | -$23.8K | ﹤0.01% | 1723 |
|
|
2024
Q1 | $109K | Buy |
6,194
+1,733
| +39% | +$30.4K | ﹤0.01% | 1746 |
|
|
2023
Q4 | $90.2K | Hold |
4,461
| – | – | ﹤0.01% | 1792 |
|
|
2023
Q3 | $71.7K | Hold |
4,461
| – | – | ﹤0.01% | 1808 |
|
|
2023
Q2 | $73.2K | Sell |
4,461
-378
| -8% | -$6.2K | ﹤0.01% | 1836 |
|
|
2023
Q1 | $98.7K | Buy |
+4,839
| New | +$98.7K | ﹤0.01% | 1734 |
|