Badgley Phelps Wealth Managers’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 | $363K | Hold |
15,227
| – | – | 0.01% | 240 |
|
|
2025
Q1 | $370K | Hold |
15,227
| – | – | 0.01% | 238 |
|
|
2024
Q4 | $373K | Hold |
15,227
| – | – | 0.01% | 237 |
|
|
2024
Q3 | $331K | Hold |
15,227
| – | – | 0.01% | 236 |
|
|
2024
Q2 | $275K | Hold |
15,227
| – | – | 0.01% | 232 |
|
|
2024
Q1 | $295K | Hold |
15,227
| – | – | 0.01% | 219 |
|
|
2023
Q4 | $326K | Hold |
15,227
| – | – | 0.01% | 210 |
|
|
2023
Q3 | $248K | Hold |
15,227
| – | – | 0.01% | 209 |
|
|
2023
Q2 | $246K | Buy |
15,227
+400
| +3% | +$6.47K | 0.01% | 217 |
|
|
2023
Q1 | $317K | Hold |
14,827
| – | – | 0.01% | 177 |
|
|
2022
Q4 | $454K | Hold |
14,827
| – | – | 0.02% | 153 |
|
|
2022
Q3 | $392K | Hold |
14,827
| – | – | 0.02% | 149 |
|
|
2022
Q2 | $373K | Hold |
14,827
| – | – | 0.02% | 160 |
|
|
2022
Q1 | $372K | Buy |
14,827
+120
| +0.8% | +$3.01K | 0.01% | 168 |
|
|
2021
Q4 | $359K | Sell |
14,707
-120
| -0.8% | -$2.93K | 0.01% | 174 |
|
|
2021
Q3 | $378K | Buy |
+14,827
| New | +$378K | 0.01% | 169 |
|