Bank of New York Mellon’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
Q2 | $8.34M | Sell |
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|
2025
Q1 | $8.62M | Sell |
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|
2024
Q4 | $8.99M | Sell |
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|
2024
Q3 | $14.8M | Sell |
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|
2024
Q2 | $16.2M | Sell |
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|
2024
Q1 | $19.4M | Sell |
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|
2023
Q4 | $22.8M | Buy |
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|
2023
Q3 | $15.1M | Buy |
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|
2023
Q2 | $13.9M | Buy |
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|
2023
Q1 | $17.8M | Buy |
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|
2022
Q4 | $24.7M | Sell |
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|
2022
Q3 | $23.5M | Sell |
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|
2022
Q2 | $22.6M | Sell |
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|
2022
Q1 | $24.2M | Buy |
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|
2021
Q4 | $19.9M | Sell |
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|
2021
Q3 | $21.7M | Buy |
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|
2021
Q2 | $19.3M | Sell |
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|
2021
Q1 | $22.3M | Sell |
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|
2020
Q4 | $19.2M | Sell |
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|
2020
Q3 | $15.6M | Sell |
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|
2020
Q2 | $17.9M | Sell |
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|
2020
Q1 | $18.1M | Buy |
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|
2019
Q4 | $23.4M | Buy |
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|
2019
Q3 | $13.5M | Buy |
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|
2019
Q2 | $14M | Buy |
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|
2019
Q1 | $14.2M | Sell |
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|
2018
Q4 | $19M | Sell |
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|
2018
Q3 | $29.5M | Buy |
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|
2018
Q2 | $27.9M | Buy |
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|
2018
Q1 | $19.4M | Sell |
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|
2017
Q4 | $20.1M | Sell |
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|
2017
Q3 | $19.4M | Buy |
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|
2017
Q2 | $12.3M | Buy |
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|
2017
Q1 | $4.86M | Buy |
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|
2016
Q4 | $4.69M | Buy |
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|
2016
Q3 | $2.76M | Sell |
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|
2016
Q2 | $2.76M | Buy |
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|
2016
Q1 | $2.72M | Buy |
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|
2015
Q4 | $2.91M | Sell |
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|
2015
Q3 | $3.65M | Sell |
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|
2015
Q2 | $4.08M | Buy |
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|
2015
Q1 | $3.8M | Sell |
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|
2014
Q4 | $3.96M | Sell |
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|
2014
Q3 | $4.06M | Sell |
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|
2014
Q2 | $4.38M | Buy |
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|
2014
Q1 | $2.85M | Buy |
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|
2013
Q4 | $2.43M | Buy |
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|
2013
Q3 | $1.36M | Buy |
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|
2013
Q2 | $1.21M | Buy |
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