GAMMA Investing’s Heritage Financial HFWA Stock Holding History

GAMMA Investing’s Portfolio HFWA Stock Details HFWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$193K	Buy	6,519 +710	+12%	+$19.5K	0.01%	1296
2026 Q1	$151K	Buy	5,809 +638	+12%	+$16.6K	0.01%	1329
2025 Q4	$122K	Buy	5,171 +891	+21%	+$21K	0.01%	1424
2025 Q3	$104K	Sell	4,280 -277	-6%	-$6.71K	0.01%	1490
2025 Q2	$109K	Buy	4,557 +1,585	+53%	+$36.5K	0.01%	1381
2025 Q1	$72.3K	Buy	2,972 +927	+45%	+$22.6K	0.01%	1516
2024 Q4	$50.1K	Buy	2,045 +70	+4%	+$1.7K	﹤0.01%	1659
2024 Q3	$43K	Buy	1,975 +601	+44%	+$12.8K	﹤0.01%	1598
2024 Q2	$24.8K	Buy	1,374 +786	+134%	+$14.1K	﹤0.01%	1704
2024 Q1	$11.4K	Buy	588 +74	+14%	+$1.42K	﹤0.01%	1989
2023 Q4	$10.4K	Buy	+514	New	+$9.32K	﹤0.01%	1888

Other funds holding HFWA

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return