Fidelity Investments’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $786K | Buy |
30,246
+24,262
| +405% | +$631K | ﹤0.01% | 2957 |
|
|
2025
Q4 | $142K | Sell |
5,984
-548
| -8% | -$12.9K | ﹤0.01% | 3588 |
|
|
2025
Q3 | $158K | Buy |
6,532
+583
| +10% | +$14.1K | ﹤0.01% | 3462 |
|
|
2025
Q2 | $142K | Buy |
5,949
+1,415
| +31% | +$32.6K | ﹤0.01% | 3457 |
|
|
2025
Q1 | $110K | Buy |
4,534
+194
| +4% | +$4.73K | ﹤0.01% | 3512 |
|
|
2024
Q4 | $106K | Buy |
4,340
+131
| +3% | +$3.18K | ﹤0.01% | 3524 |
|
|
2024
Q3 | $91.6K | Sell |
4,209
-3,865
| -48% | -$82.4K | ﹤0.01% | 3515 |
|
|
2024
Q2 | $146K | Buy |
8,074
+4,848
| +150% | +$87K | ﹤0.01% | 3153 |
|
|
2024
Q1 | $62.6K | Sell |
3,226
-65
| -2% | -$1.25K | ﹤0.01% | 3475 |
|
|
2023
Q4 | $70.4K | Buy |
3,291
+2,200
| +202% | +$39.9K | ﹤0.01% | 3367 |
|
|
2023
Q3 | $17.8K | Buy |
1,091
+721
| +195% | +$12.6K | ﹤0.01% | 3866 |
|
|
2023
Q2 | $5.98K | Buy |
370
+35
| +10% | +$609 | ﹤0.01% | 4310 |
|
|
2023
Q1 | $7.17K | Sell |
335
-582
| -63% | -$15.7K | ﹤0.01% | 4253 |
|
|
2022
Q4 | $28.1K | Sell |
917
-246
| -21% | -$7.7K | ﹤0.01% | 3653 |
|
|
2022
Q3 | $31K | Buy |
1,163
+403
| +53% | +$10.6K | ﹤0.01% | 3664 |
|
|
2022
Q2 | $19K | Buy |
760
+19
| +3% | +$474 | ﹤0.01% | 3898 |
|
|
2022
Q1 | $18K | Buy |
741
+642
| +648% | +$16.4K | ﹤0.01% | 4049 |
|
|
2021
Q4 | $2K | Sell |
99
-12
| -11% | -$296 | ﹤0.01% | 4014 |
|
|
2021
Q3 | $3K | Buy |
111
+45
| +68% | +$1.09K | ﹤0.01% | 3908 |
|
|
2021
Q2 | $2K | Buy |
+66
| New | +$1.84K | ﹤0.01% | 3924 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 4223 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | +$22 | ﹤0.01% | 4038 |
|
|
2020
Q2 | – | Sell |
-276
| Closed | -$6K | – | 3842 |
|
|
2020
Q1 | $6K | Buy |
276
+1
| +0.4% | +$25 | ﹤0.01% | 3216 |
|
|
2019
Q4 | $8K | Hold |
275
| – | – | ﹤0.01% | 3312 |
|
|
2019
Q3 | $7K | Buy |
+275
| New | +$7.59K | ﹤0.01% | 3321 |
|
|
2014
Q1 | – | Sell |
-46,500
| Closed | -$796K | – | 2675 |
|
|
2013
Q4 | $796K | Sell |
46,500
-3,500
| -7% | -$57.3K | ﹤0.01% | 2479 |
|
|
2013
Q3 | $776K | Sell |
50,000
-20,000
| -29% | -$314K | ﹤0.01% | 2473 |
|
|
2013
Q2 | $1.03M | Buy |
+70,000
| New | +$978K | ﹤0.01% | 2412 |
|
Other funds holding HFWA
VCM
BCM
