MS
Marshall & Sullivan’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Buy |
+6,144
| New | +$146K | 0.07% | 47 |
|
|
2023
Q1 | – | Sell |
-6,144
| Closed | -$188K | – | 51 |
|
|
2022
Q4 | $188K | Buy |
+6,144
| New | +$188K | 0.12% | 40 |
|
|
2022
Q3 | – | Sell |
-6,144
| Closed | -$154K | – | 57 |
|
|
2022
Q2 | $154K | Buy |
+6,144
| New | +$154K | 0.09% | 40 |
|
|
2021
Q1 | – | Sell |
-144
| Closed | -$6.14K | – | 44 |
|
|
2020
Q4 | $6.14K | Sell |
144
-6,000
| -98% | -$256K | 0.61% | 28 |
|
|
2020
Q3 | $113K | Buy |
+6,144
| New | +$113K | 0.08% | 41 |
|
|
2018
Q4 | – | Sell |
-6,144
| Closed | -$216K | – | 42 |
|
|
2018
Q3 | $216K | Buy |
6,144
+5,844
| +1,948% | +$205K | 0.16% | 44 |
|
|
2018
Q2 | $10.5K | Buy |
+300
| New | +$10.5K | 0.01% | 75 |
|