CIBC Private Wealth Group’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.6K | Hold |
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|
2025
Q1 | $42.4K | Hold |
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|
2024
Q4 | $33.8K | Hold |
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|
2024
Q3 | $35.1K | Hold |
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|
2024
Q2 | $19.3K | Hold |
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|
2024
Q1 | $31.5K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $205K | Sell |
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|
2019
Q2 | $213K | Sell |
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|
2019
Q1 | $247K | Sell |
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|
2018
Q4 | $267K | Buy |
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|
2018
Q3 | $259K | Buy |
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