Kiley Juergens Wealth Management’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 | $5.55M | Sell |
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|
2025
Q1 | $5.69M | Sell |
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|
2024
Q4 | $5.78M | Sell |
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|
2024
Q3 | $5.32M | Buy |
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|
2024
Q2 | $4.32M | Buy |
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|
2024
Q1 | $4.65M | Buy |
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|
2023
Q4 | $5.09M | Sell |
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|
2023
Q3 | $3.91M | Buy |
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|
2023
Q2 | $3.43M | Buy |
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|
2023
Q1 | $4.27M | Buy |
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|
2022
Q4 | $6.11M | Sell |
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|
2022
Q3 | $5.41M | Sell |
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|
2022
Q2 | $5.3M | Buy |
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|
2022
Q1 | $4.68M | Sell |
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|
2021
Q4 | $5.12M | Buy |
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|
2021
Q3 | $5.28M | Buy |
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|
2021
Q2 | $5.1M | Buy |
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|
2021
Q1 | $5.41M | Buy |
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|
2020
Q4 | $4.48M | Sell |
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|
2020
Q3 | $3.54M | Buy |
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|
2020
Q2 | $1.84M | Hold |
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|
2020
Q1 | $1.84M | Sell |
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|
2019
Q4 | $2.72M | Buy |
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|
2019
Q3 | $2.51M | Hold |
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|
2019
Q2 | $2.75M | Sell |
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|
2019
Q1 | $2.83M | Hold |
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|
2018
Q4 | $2.79M | Sell |
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|
2018
Q3 | $3.31M | Sell |
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|
2018
Q2 | $3.29M | Sell |
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|
2018
Q1 | $2.94M | Sell |
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|
2017
Q4 | $3.03M | Buy |
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