Fidelity Investments’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
Q3 | $2.29M | Buy |
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|
2025
Q2 | $2.18M | Sell |
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|
2025
Q1 | $1.69M | Buy |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $2.17K | Hold |
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|
2024
Q1 | $3.27K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $4.54K | Buy |
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|
2023
Q2 | $19 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Buy |
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