Liberty Wealth Management’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $113K | Buy |
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|
2025
Q2 | $113K | Buy |
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|
2025
Q1 | $109K | Buy |
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|
2024
Q4 | $107K | Hold |
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|
2024
Q3 | $113K | Buy |
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|
2024
Q2 | $99K | Buy |
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|
2024
Q1 | $98K | Buy |
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|
2023
Q4 | $113K | Hold |
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|
2023
Q3 | $97K | Buy |
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|
2023
Q2 | $94.4K | Buy |
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|
2023
Q1 | $94.9K | Buy |
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|
2022
Q3 | $140K | Buy |
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|
2022
Q2 | $132K | Hold |
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|
2022
Q1 | $139K | Buy |
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|
2021
Q4 | $148 | Hold |
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|
2021
Q3 | $14K | Hold |
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|
2021
Q2 | $138K | Buy |
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|
2021
Q1 | $107K | Hold |
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|
2020
Q4 | $107K | Buy |
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|
2020
Q3 | $82K | Buy |
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|
2020
Q2 | $4K | Buy |
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|
2020
Q1 | $4K | Buy |
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|
2019
Q4 | $7K | Sell |
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|
2019
Q3 | $44K | Buy |
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|
2019
Q2 | $1K | Buy |
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