JPMorgan Chase & Co’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
Q2 | $841K | Sell |
|
|||||
|
2025
Q1 | $3.43M | Sell |
|
|||||
|
2024
Q4 | $5.54M | Buy |
|
|||||
|
2024
Q3 | $2.68M | Buy |
|
|||||
|
2024
Q2 | $2.21M | Sell |
|
|||||
|
2024
Q1 | $2.46M | Buy |
|
|||||
|
2023
Q4 | $2.47M | Buy |
|
|||||
|
2023
Q3 | $1.83M | Sell |
|
|||||
|
2023
Q2 | $2.05M | Sell |
|
|||||
|
2023
Q1 | $3.15M | Sell |
|
|||||
|
2022
Q4 | $7.26M | Buy |
|
|||||
|
2022
Q3 | $3.51M | Buy |
|
|||||
|
2022
Q2 | $819K | Sell |
|
|||||
|
2022
Q1 | $4.25M | Buy |
|
|||||
|
2021
Q4 | $3.41M | Buy |
|
|||||
|
2021
Q3 | $1.54M | Sell |
|
|||||
|
2021
Q2 | $3.85M | Sell |
|
|||||
|
2021
Q1 | $7.2M | Buy |
|
|||||
|
2020
Q4 | $4.02M | Buy |
|
|||||
|
2020
Q3 | $962K | Sell |
|
|||||
|
2020
Q2 | $2.04M | Sell |
|
|||||
|
2020
Q1 | $3.85M | Buy |
|
|||||
|
2019
Q4 | $2.69M | Sell |
|
|||||
|
2019
Q3 | $3.29M | Buy |
|
|||||
|
2019
Q2 | $2.05M | Buy |
|
|||||
|
2019
Q1 | $1.86M | Buy |
|
|||||
|
2018
Q4 | $1.26M | Buy |
|
|||||
|
2018
Q3 | $1.35M | Sell |
|
|||||
|
2018
Q2 | $4.04M | Sell |
|
|||||
|
2018
Q1 | $5.2M | Sell |
|
|||||
|
2017
Q4 | $15.7M | Buy |
|
|||||
|
2017
Q3 | $13.1M | Buy |
|
|||||
|
2017
Q2 | $11.5M | Sell |
|
|||||
|
2017
Q1 | $11.8M | Buy |
|
|||||
|
2016
Q4 | $2.76M | Buy |
|
|||||
|
2016
Q3 | $1.28M | Buy |
|
|||||
|
2016
Q2 | $729K | Sell |
|
|||||
|
2016
Q1 | $761K | Sell |
|
|||||
|
2015
Q4 | $1.59M | Sell |
|
|||||
|
2015
Q3 | $1.6M | Buy |
|
|||||
|
2015
Q2 | $1.5M | Buy |
|
|||||
|
2015
Q1 | $1.41M | Sell |
|
|||||
|
2014
Q4 | $1.56M | Buy |
|
|||||
|
2014
Q3 | $603K | Buy |
|
|||||
|
2014
Q2 | $609K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $261K | Buy |
|