Carson Wealth (CWM LLC)’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91K | Sell |
3,819
-223
| -6% | -$5.31K | ﹤0.01% | 2803 |
|
|
2025
Q1 | $98K | Buy |
4,042
+520
| +15% | +$12.6K | ﹤0.01% | 2439 |
|
|
2024
Q4 | $86K | Buy |
3,522
+225
| +7% | +$5.49K | ﹤0.01% | 2386 |
|
|
2024
Q3 | $72K | Buy |
3,297
+481
| +17% | +$10.5K | ﹤0.01% | 2411 |
|
|
2024
Q2 | $51K | Buy |
2,816
+156
| +6% | +$2.83K | ﹤0.01% | 2464 |
|
|
2024
Q1 | $52K | Buy |
2,660
+1,140
| +75% | +$22.3K | ﹤0.01% | 2272 |
|
|
2023
Q4 | $33K | Buy |
1,520
+306
| +25% | +$6.64K | ﹤0.01% | 2440 |
|
|
2023
Q3 | $20K | Buy |
1,214
+386
| +47% | +$6.36K | ﹤0.01% | 2682 |
|
|
2023
Q2 | $13K | Buy |
828
+792
| +2,200% | +$12.4K | ﹤0.01% | 2916 |
|
|
2023
Q1 | $1K | Sell |
36
-86
| -70% | -$2.39K | ﹤0.01% | 3833 |
|
|
2022
Q4 | $4K | Sell |
122
-188
| -61% | -$6.16K | ﹤0.01% | 3292 |
|
|
2022
Q3 | $8K | Buy |
310
+100
| +48% | +$2.58K | ﹤0.01% | 2814 |
|
|
2022
Q2 | $5K | Hold |
210
| – | – | ﹤0.01% | 2972 |
|
|
2022
Q1 | $5K | Hold |
210
| – | – | ﹤0.01% | 2826 |
|
|
2021
Q4 | $5K | Buy |
+210
| New | +$5K | ﹤0.01% | 2712 |
|
|
2021
Q2 | $5K | Hold |
210
| – | – | ﹤0.01% | 2343 |
|
|
2021
Q1 | $5K | Hold |
210
| – | – | ﹤0.01% | 2343 |
|
|
2020
Q4 | $5K | Hold |
210
| – | – | ﹤0.01% | 2343 |
|
|
2020
Q3 | $5K | Hold |
210
| – | – | ﹤0.01% | 2343 |
|
|
2020
Q2 | $5K | Hold |
210
| – | – | ﹤0.01% | 2343 |
|
|
2020
Q1 | $5K | Hold |
210
| – | – | ﹤0.01% | 2343 |
|
|
2019
Q4 | $5K | Hold |
210
| – | – | ﹤0.01% | 2343 |
|
|
2019
Q3 | $5K | Hold |
210
| – | – | ﹤0.01% | 2343 |
|
|
2019
Q2 | $5K | Hold |
210
| – | – | ﹤0.01% | 2343 |
|
|
2019
Q1 | $5K | Buy |
+210
| New | +$5K | ﹤0.01% | 2343 |
|