KJWM
Kiley Juergens Wealth Management’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Sell |
232,857
-1,208
| -0.5% | -$28.8K | 1.28% | 17 |
|
|
2025
Q1 | $5.69M | Sell |
234,065
-1,962
| -0.8% | -$47.7K | 1.51% | 15 |
|
|
2024
Q4 | $5.78M | Sell |
236,027
-8,385
| -3% | -$205K | 1.45% | 17 |
|
|
2024
Q3 | $5.32M | Buy |
244,412
+4,565
| +2% | +$99.4K | 1.38% | 16 |
|
|
2024
Q2 | $4.32M | Buy |
239,847
+251
| +0.1% | +$4.53K | 1.2% | 15 |
|
|
2024
Q1 | $4.65M | Buy |
239,596
+1,741
| +0.7% | +$33.8K | 1.44% | 15 |
|
|
2023
Q4 | $5.09M | Sell |
237,855
-1,888
| -0.8% | -$40.4K | 1.7% | 16 |
|
|
2023
Q3 | $3.91M | Buy |
239,743
+27,464
| +13% | +$448K | 1.41% | 17 |
|
|
2023
Q2 | $3.43M | Buy |
212,279
+12,597
| +6% | +$204K | 1.18% | 19 |
|
|
2023
Q1 | $4.27M | Buy |
199,682
+259
| +0.1% | +$5.54K | 1.6% | 16 |
|
|
2022
Q4 | $6.11M | Sell |
199,423
-4,942
| -2% | -$151K | 2.56% | 11 |
|
|
2022
Q3 | $5.41M | Sell |
204,365
-6,284
| -3% | -$166K | 2.54% | 11 |
|
|
2022
Q2 | $5.3M | Buy |
210,649
+23,835
| +13% | +$600K | 2.51% | 10 |
|
|
2022
Q1 | $4.68M | Sell |
186,814
-22,857
| -11% | -$573K | 2.26% | 12 |
|
|
2021
Q4 | $5.12M | Buy |
209,671
+2,610
| +1% | +$63.8K | 1.94% | 10 |
|
|
2021
Q3 | $5.28M | Buy |
207,061
+3,152
| +2% | +$80.4K | 2.31% | 10 |
|
|
2021
Q2 | $5.1M | Buy |
203,909
+12,495
| +7% | +$313K | 2.34% | 10 |
|
|
2021
Q1 | $5.41M | Buy |
191,414
+12
| +0% | +$339 | 2.82% | 9 |
|
|
2020
Q4 | $4.48M | Sell |
191,402
-1,000
| -0.5% | -$23.4K | 2.65% | 8 |
|
|
2020
Q3 | $3.54M | Buy |
192,402
+100,320
| +109% | +$1.84M | 2.59% | 8 |
|
|
2020
Q2 | $1.84M | Hold |
92,082
| – | – | 1.54% | 17 |
|
|
2020
Q1 | $1.84M | Sell |
92,082
-4,170
| -4% | -$83.4K | 1.9% | 13 |
|
|
2019
Q4 | $2.72M | Buy |
96,252
+3,043
| +3% | +$86.1K | 2.39% | 10 |
|
|
2019
Q3 | $2.51M | Hold |
93,209
| – | – | 2.75% | 7 |
|
|
2019
Q2 | $2.75M | Sell |
93,209
-600
| -0.6% | -$17.7K | 3.1% | 7 |
|
|
2019
Q1 | $2.83M | Hold |
93,809
| – | – | 3.52% | 7 |
|
|
2018
Q4 | $2.79M | Sell |
93,809
-450
| -0.5% | -$13.4K | 3.9% | 7 |
|
|
2018
Q3 | $3.31M | Sell |
94,259
-300
| -0.3% | -$10.5K | 2.47% | 8 |
|
|
2018
Q2 | $3.3M | Sell |
94,559
-1,615
| -2% | -$56.3K | 2.94% | 8 |
|
|
2018
Q1 | $2.94M | Sell |
96,174
-2,340
| -2% | -$71.6K | 3.19% | 9 |
|
|
2017
Q4 | $3.03M | Buy |
+98,514
| New | +$3.03M | 2.73% | 7 |
|