Badgley Phelps Wealth Managers’s Heritage Financial HFWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$545K	Sell	20,971 -6,144	-23%	-$160K	0.01%	236
2025 Q4	$641K	Buy	27,115 +12,288	+83%	+$289K	0.01%	221
2025 Q3	$359K	Sell	14,827 -400	-3%	-$9.69K	0.01%	247
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%	+$6.96K	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%	+$3.06K	0.01%	168
2021 Q4	$359K	Sell	14,707 -120	-0.8%	-$2.96K	0.01%	174
2021 Q3	$378K	Buy	+14,827	New	+$360K	0.01%	169