Marshall & Sullivan’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
Q3 | – | Sell |
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|
2025
Q2 | $146K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $188K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $154K | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $6.14K | Sell |
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|
2020
Q3 | $113K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $216K | Buy |
|
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|
2018
Q2 | $10.5K | Buy |
|