HFS
CBT icon

Heritage Financial Services’s Cabot Corp CBT Stock Holding History

Heritage Financial Services’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,707
Closed -$206K – 128
2025
Q3 		$206K Hold
2,707
– – 0.02% 130
2025
Q2 		$203K Hold
2,707
– – 0.02% 121
2025
Q1 		$225K Hold
2,707
– – 0.02% 106
2024
Q4 		$247K Hold
2,707
– – 0.03% 102
2024
Q3 		$303K Hold
2,707
– – 0.04% 80
2024
Q2 		$249K Hold
2,707
– – 0.04% 87
2024
Q1 		$250K Hold
2,707
– – 0.04% 85
2023
Q4 		$226K Buy
+2,707
New +$201K 0.04% 90
2023
Q2 		– Sell
-2,707
Closed -$207K – 82
2023
Q1 		$207K Buy
+2,707
New +$203K 0.05% 76
2022
Q3 		– Sell
-2,707
Closed -$172K – 129
2022
Q2 		$172K Buy
+2,707
New +$185K 0.1% 72

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return