Hennion & Walsh Asset Management’s Heritage Financial HFWA Stock Holding History

Hennion & Walsh Asset Management’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
2025 Q3	$283K	Sell
2025 Q2	$286K	Sell
2025 Q1	$413K	Sell
2024 Q4	$421K	Sell
2024 Q3	$379K	Sell
2024 Q2	$323K	Buy
2024 Q1	$216K	Buy