Hennion & Walsh Asset Management’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
11,977
-5,006
| -29% | -$119K | 0.01% | 829 |
|
|
2025
Q1 | $413K | Sell |
16,983
-185
| -1% | -$4.5K | 0.02% | 688 |
|
|
2024
Q4 | $421K | Sell |
17,168
-230
| -1% | -$5.64K | 0.02% | 667 |
|
|
2024
Q3 | $379K | Sell |
17,398
-532
| -3% | -$11.6K | 0.02% | 685 |
|
|
2024
Q2 | $323K | Buy |
17,930
+6,807
| +61% | +$123K | 0.02% | 708 |
|
|
2024
Q1 | $216K | Buy |
+11,123
| New | +$216K | 0.01% | 782 |
|