Instrumental Wealth’s Heritage Insurance Holdings HRTG Stock Holding History

Instrumental Wealth’s Portfolio HRTG Stock Details HRTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$592K	Hold
2025 Q1	$522K	Hold
2024 Q4	$308K	Hold
2024 Q3	$291K	Hold
2024 Q2	$211K	Hold
2024 Q1	$219K	Buy
2023 Q4	$83.1K	Sell
2023 Q3	$148K	Hold
2023 Q2	$114K	Hold
2023 Q1	$94.5K	Buy