Capital Planning Advisors’s Heron Therapeutics HRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
144,095
+6,000
| +4% | +$12.4K | 0.04% | 116 |
|
|
2025
Q1 | $304K | Buy |
138,095
+31,530
| +30% | +$69.4K | 0.05% | 117 |
|
|
2024
Q4 | $163K | Buy |
106,565
+31,003
| +41% | +$47.4K | 0.03% | 137 |
|
|
2024
Q3 | $150K | Buy |
75,562
+1,000
| +1% | +$1.99K | 0.02% | 139 |
|
|
2024
Q2 | $261K | Buy |
74,562
+10,742
| +17% | +$37.6K | 0.04% | 123 |
|
|
2024
Q1 | $177K | Buy |
63,820
+24,150
| +61% | +$66.9K | 0.03% | 141 |
|
|
2023
Q4 | $67.4K | Buy |
39,670
+26,200
| +195% | +$44.5K | 0.01% | 134 |
|
|
2023
Q3 | $13.9K | Buy |
+13,470
| New | +$13.9K | ﹤0.01% | 121 |
|