Clearstead Advisors’s Heron Therapeutics HRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.56K | Hold |
3,200
| – | – | ﹤0.01% | 1851 |
|
|
2025
Q4 | $4.16K | Sell |
3,200
-1,561
| -33% | -$1.93K | ﹤0.01% | 2048 |
|
|
2025
Q3 | $6K | Buy |
4,761
+1,561
| +49% | +$2.48K | ﹤0.01% | 2088 |
|
|
2025
Q2 | $6.62K | Hold |
3,200
| – | – | ﹤0.01% | 2024 |
|
|
2025
Q1 | $7.04K | Hold |
3,200
| – | – | ﹤0.01% | 1692 |
|
|
2024
Q4 | $4.9K | Hold |
3,200
| – | – | ﹤0.01% | 1722 |
|
|
2024
Q3 | $6.37K | Hold |
3,200
| – | – | ﹤0.01% | 1677 |
|
|
2024
Q2 | $11.2K | Hold |
3,200
| – | – | ﹤0.01% | 1528 |
|
|
2024
Q1 | $9.01K | Hold |
3,200
| – | – | ﹤0.01% | 1070 |
|
|
2023
Q4 | $5.44K | Sell |
3,200
-3,200
| -50% | -$3.52K | ﹤0.01% | 1155 |
|
|
2023
Q3 | $6.59K | Buy |
6,400
+3,200
| +100% | +$4.55K | ﹤0.01% | 1176 |
|
|
2023
Q2 | $3.71K | Buy |
3,200
+1,800
| +129% | +$3.21K | ﹤0.01% | 1078 |
|
|
2023
Q1 | $2.11K | Hold |
1,400
| – | – | ﹤0.01% | 1128 |
|
|
2022
Q4 | $3.5K | Hold |
1,400
| – | – | ﹤0.01% | 1023 |
|
|
2022
Q3 | $6K | Hold |
1,400
| – | – | ﹤0.01% | 952 |
|
|
2022
Q2 | $4K | Hold |
1,400
| – | – | ﹤0.01% | 1029 |
|
|
2022
Q1 | $8K | Hold |
1,400
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q4 | $13K | Hold |
1,400
| – | – | ﹤0.01% | 894 |
|
|
2021
Q3 | $15K | Hold |
1,400
| – | – | ﹤0.01% | 881 |
|
|
2021
Q2 | $22K | Hold |
1,400
| – | – | ﹤0.01% | 693 |
|
|
2021
Q1 | $23K | Hold |
1,400
| – | – | ﹤0.01% | 651 |
|
|
2020
Q4 | $30K | Hold |
1,400
| – | – | ﹤0.01% | 575 |
|
|
2020
Q3 | $21K | Hold |
1,400
| – | – | ﹤0.01% | 578 |
|
|
2020
Q2 | $21K | Hold |
1,400
| – | – | ﹤0.01% | 521 |
|
|
2020
Q1 | $16K | Buy |
+1,400
| New | +$26.3K | ﹤0.01% | 525 |
|
Other funds holding HRTX
RCMNY
CC
O
VCIM
VCM
TC
TCM
PCM