INTECH Investment Management’s Heritage Financial HFWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$833K	Sell	34,931 -10,110	-22%	-$241K	0.01%	1310
2025 Q1	$1.1M	Buy	45,041 +10,734	+31%	+$261K	0.01%	1135
2024 Q4	$841K	Buy	34,307 +15,840	+86%	+$388K	0.01%	1259
2024 Q3	$402K	Sell	18,467 -4,282	-19%	-$93.2K	﹤0.01%	1346
2024 Q2	$410K	Buy	+22,749	New	+$410K	0.01%	872