Farmers & Merchants Investments Inc’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620 | Hold |
26
| – | – | ﹤0.01% | 1569 |
|
|
2025
Q1 | $633 | Hold |
26
| – | – | ﹤0.01% | 1564 |
|
|
2024
Q4 | $637 | Hold |
26
| – | – | ﹤0.01% | 1602 |
|
|
2024
Q3 | $566 | Hold |
26
| – | – | ﹤0.01% | 1645 |
|
|
2024
Q2 | $469 | Hold |
26
| – | – | ﹤0.01% | 1662 |
|
|
2024
Q1 | $504 | Hold |
26
| – | – | ﹤0.01% | 1620 |
|
|
2023
Q4 | $556 | Hold |
26
| – | – | ﹤0.01% | 1607 |
|
|
2023
Q3 | $424 | Hold |
26
| – | – | ﹤0.01% | 1622 |
|
|
2023
Q2 | $420 | Hold |
26
| – | – | ﹤0.01% | 1634 |
|
|
2023
Q1 | $556 | Buy |
26
+3
| +13% | +$64 | ﹤0.01% | 1550 |
|
|
2022
Q4 | $705 | Hold |
23
| – | – | ﹤0.01% | 1513 |
|
|
2022
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1290 |
|