Martingale Asset 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 | – | Sell |
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|
2025
Q1 | $516K | Sell |
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|
2024
Q4 | $711K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $823K | Buy |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $784K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $321K | Sell |
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|
2018
Q1 | $946K | Sell |
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|
2017
Q4 | $2M | Sell |
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|
2017
Q3 | $4.92M | Sell |
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|
2017
Q2 | $4.81M | Sell |
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|
2017
Q1 | $4.51M | Buy |
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|
2016
Q4 | $4.52M | Buy |
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|
2016
Q3 | $2.44M | Buy |
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|
2016
Q2 | $1.5M | Sell |
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|
2016
Q1 | $1.51M | Sell |
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|
2015
Q4 | $1.78M | Buy |
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|
2015
Q3 | $1.39M | Hold |
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|
2015
Q2 | $1.32M | Buy |
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|
2015
Q1 | $822K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $259K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $173K | Buy |
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