Jennison Associates’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $74.5M | Buy |
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|
2025
Q2 | $71M | Buy |
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|
2025
Q1 | $67M | Buy |
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|
2024
Q4 | $54.1M | Buy |
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|
2024
Q3 | $37.9M | Buy |
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|
2024
Q2 | $18.3M | Buy |
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|
2024
Q1 | $14.6M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $4.61M | Sell |
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|
2019
Q2 | $14.3M | Sell |
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|
2019
Q1 | $15.4M | Buy |
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|
2018
Q4 | $11.5M | Buy |
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|
2018
Q3 | $8.46M | Sell |
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|
2018
Q2 | $8.47M | Buy |
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