Hennion & Walsh Asset Management’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $571K | Sell |
|
|||||
|
2025
Q2 | $582K | Buy |
|
|||||
|
2025
Q1 | $456K | Buy |
|
|||||
|
2024
Q4 | $346K | Buy |
|
|||||
|
2024
Q3 | $280K | Sell |
|
|||||
|
2024
Q2 | $255K | Buy |
|
|||||
|
2024
Q1 | $122K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $151K | Sell |
|
|||||
|
2022
Q4 | $238K | Sell |
|
|||||
|
2022
Q3 | $214K | Sell |
|
|||||
|
2022
Q2 | $203K | Buy |
|
|||||
|
2022
Q1 | $213K | Sell |
|
|||||
|
2021
Q4 | $233K | Sell |
|
|||||
|
2021
Q3 | $228K | Buy |
|
|||||
|
2021
Q2 | $117K | Buy |
|