MassMutual Private Wealth & Trust’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 | $19.6K | Hold |
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|
2025
Q2 | $19.3K | Hold |
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|
2025
Q1 | $19.7K | Sell |
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|
2024
Q4 | $20.2K | Buy |
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|
2024
Q3 | $16.9K | Buy |
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|
2024
Q2 | $13.7K | Sell |
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|
2024
Q1 | $16.2K | Sell |
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|
2023
Q4 | $20.7K | Buy |
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|
2023
Q3 | $10.6K | Sell |
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|
2023
Q2 | $11.8K | Buy |
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|
2023
Q1 | $2.89K | Buy |
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|
2022
Q4 | $2K | Buy |
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|
2019
Q3 | – | Hold |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3.62K | Sell |
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|
2018
Q4 | $5.5K | Hold |
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|
2018
Q3 | $6.5K | Hold |
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|
2018
Q2 | $6.45K | Hold |
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|
2018
Q1 | $5.66K | Buy |
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|
2017
Q4 | $2K | Buy |
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