Carson Wealth (CWM LLC)’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $454K | Buy |
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|
2025
Q2 | $201K | Buy |
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|
2025
Q1 | $127K | Buy |
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|
2024
Q4 | $124K | Sell |
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|
2024
Q3 | $144K | Buy |
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|
2024
Q2 | $86K | Buy |
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|
2024
Q1 | $34K | Buy |
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|
2023
Q4 | $12K | Buy |
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|
2023
Q3 | $7K | Buy |
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|
2023
Q2 | $6K | Buy |
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|
2023
Q1 | $0 | Sell |
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|
2022
Q4 | $3K | Hold |
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|
2022
Q3 | $2K | Buy |
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