Liberty Wealth Management’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
11,405
+1
| +0% | +$10 | 0.02% | 226 |
|
|
2025
Q1 | $109K | Buy |
11,404
+1
| +0% | +$10 | 0.02% | 151 |
|
|
2024
Q4 | $107K | Hold |
11,403
| – | – | 0.02% | 209 |
|
|
2024
Q3 | $113K | Buy |
11,403
+1
| +0% | +$10 | 0.02% | 208 |
|
|
2024
Q2 | $99K | Buy |
11,402
+1
| +0% | +$9 | 0.02% | 204 |
|
|
2024
Q1 | $98K | Buy |
11,401
+1
| +0% | +$9 | 0.02% | 183 |
|
|
2023
Q4 | $113K | Hold |
11,400
| – | – | 0.02% | 167 |
|
|
2023
Q3 | $97K | Buy |
11,400
+1
| +0% | +$9 | 0.02% | 171 |
|
|
2023
Q2 | $94.4K | Buy |
11,399
+1
| +0% | +$8 | 0.02% | 189 |
|
|
2023
Q1 | $94.9K | Buy |
+11,398
| New | +$94.9K | 0.02% | 226 |
|
|
2022
Q3 | $140K | Buy |
12,397
+1
| +0% | +$11 | 0.04% | 144 |
|
|
2022
Q2 | $132K | Hold |
12,396
| – | – | 0.05% | 145 |
|
|
2022
Q1 | $139K | Buy |
12,396
+1
| +0% | +$11 | 0.05% | 156 |
|
|
2021
Q4 | $148 | Hold |
12,395
| – | – | 0.01% | 166 |
|
|
2021
Q3 | $14K | Hold |
12,395
| – | – | 0.01% | 742 |
|
|
2021
Q2 | $138K | Buy |
12,395
+2
| +0% | +$22 | 0.05% | 174 |
|
|
2021
Q1 | $107K | Hold |
12,393
| – | – | 0.05% | 172 |
|
|
2020
Q4 | $107K | Buy |
12,393
+43
| +0.3% | +$371 | 0.05% | 170 |
|
|
2020
Q3 | $82K | Buy |
12,350
+11,783
| +2,078% | +$78.2K | 0.05% | 178 |
|
|
2020
Q2 | $4K | Buy |
567
+10
| +2% | +$71 | ﹤0.01% | 645 |
|
|
2020
Q1 | $4K | Buy |
557
+6
| +1% | +$43 | ﹤0.01% | 619 |
|
|
2019
Q4 | $7K | Sell |
551
-1,481
| -73% | -$18.8K | 0.01% | 617 |
|
|
2019
Q3 | $44K | Buy |
2,032
+1,989
| +4,626% | +$43.1K | 0.04% | 248 |
|
|
2019
Q2 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 821 |
|