Fidelity Investments’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 | $142K | Buy |
5,949
+1,415
| +31% | +$33.7K | ﹤0.01% | 3457 |
|
|
2025
Q1 | $110K | Buy |
4,534
+194
| +4% | +$4.72K | ﹤0.01% | 3512 |
|
|
2024
Q4 | $106K | Buy |
4,340
+131
| +3% | +$3.21K | ﹤0.01% | 3521 |
|
|
2024
Q3 | $91.6K | Sell |
4,209
-3,865
| -48% | -$84.1K | ﹤0.01% | 3509 |
|
|
2024
Q2 | $146K | Buy |
8,074
+4,848
| +150% | +$87.4K | ﹤0.01% | 3149 |
|
|
2024
Q1 | $62.6K | Sell |
3,226
-65
| -2% | -$1.26K | ﹤0.01% | 3471 |
|
|
2023
Q4 | $70.4K | Buy |
3,291
+2,200
| +202% | +$47.1K | ﹤0.01% | 3365 |
|
|
2023
Q3 | $17.8K | Buy |
1,091
+721
| +195% | +$11.8K | ﹤0.01% | 3866 |
|
|
2023
Q2 | $5.98K | Buy |
370
+35
| +10% | +$566 | ﹤0.01% | 4310 |
|
|
2023
Q1 | $7.18K | Sell |
335
-582
| -63% | -$12.5K | ﹤0.01% | 4253 |
|
|
2022
Q4 | $28.1K | Sell |
917
-246
| -21% | -$7.54K | ﹤0.01% | 3653 |
|
|
2022
Q3 | $31K | Buy |
1,163
+403
| +53% | +$10.7K | ﹤0.01% | 3664 |
|
|
2022
Q2 | $19K | Buy |
760
+19
| +3% | +$475 | ﹤0.01% | 3898 |
|
|
2022
Q1 | $18K | Buy |
741
+642
| +648% | +$15.6K | ﹤0.01% | 4049 |
|
|
2021
Q4 | $2K | Sell |
99
-12
| -11% | -$242 | ﹤0.01% | 4014 |
|
|
2021
Q3 | $3K | Buy |
111
+45
| +68% | +$1.22K | ﹤0.01% | 3908 |
|
|
2021
Q2 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 3924 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 4222 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4037 |
|
|
2020
Q2 | – | Sell |
-276
| Closed | -$6K | – | 3839 |
|
|
2020
Q1 | $6K | Buy |
276
+1
| +0.4% | +$22 | ﹤0.01% | 3213 |
|
|
2019
Q4 | $8K | Hold |
275
| – | – | ﹤0.01% | 3310 |
|
|
2019
Q3 | $7K | Buy |
+275
| New | +$7K | ﹤0.01% | 3321 |
|
|
2014
Q1 | – | Sell |
-46,500
| Closed | -$796K | – | 2674 |
|
|
2013
Q4 | $796K | Sell |
46,500
-3,500
| -7% | -$59.9K | ﹤0.01% | 2478 |
|
|
2013
Q3 | $776K | Sell |
50,000
-20,000
| -29% | -$310K | ﹤0.01% | 2473 |
|
|
2013
Q2 | $1.03M | Buy |
+70,000
| New | +$1.03M | ﹤0.01% | 2412 |
|