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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $359K | Sell |
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|
2025
Q2 | $363K | Hold |
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|
2025
Q1 | $370K | Hold |
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|
2024
Q4 | $373K | Hold |
|
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|
2024
Q3 | $331K | Hold |
|
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|
2024
Q2 | $275K | Hold |
|
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|
2024
Q1 | $295K | Hold |
|
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|
2023
Q4 | $326K | Hold |
|
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $246K | Buy |
|
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|
2023
Q1 | $317K | Hold |
|
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|
2022
Q4 | $454K | Hold |
|
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|
2022
Q3 | $392K | Hold |
|
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|
2022
Q2 | $373K | Hold |
|
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|
2022
Q1 | $372K | Buy |
|
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|
2021
Q4 | $359K | Sell |
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|
2021
Q3 | $378K | Buy |
|