Morgan Stanley’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 | $9.09M | Sell |
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|
2025
Q1 | $10.5M | Sell |
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|
2024
Q4 | $11.2M | Sell |
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|
2024
Q3 | $10.5M | Sell |
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|
2024
Q2 | $8.7M | Sell |
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|
2024
Q1 | $9.36M | Sell |
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|
2023
Q4 | $21.3M | Buy |
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|
2023
Q3 | $6.7M | Buy |
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|
2023
Q2 | $5.71M | Buy |
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|
2023
Q1 | $6.55M | Sell |
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|
2022
Q4 | $10.5M | Buy |
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|
2022
Q3 | $7.88M | Buy |
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|
2022
Q2 | $6.53M | Buy |
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|
2022
Q1 | $5.56M | Sell |
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|
2021
Q4 | $5.87M | Buy |
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|
2021
Q3 | $5.33M | Sell |
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|
2021
Q2 | $5.95M | Buy |
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|
2021
Q1 | $4.08M | Sell |
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|
2020
Q4 | $5.95M | Buy |
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|
2020
Q3 | $2.16M | Sell |
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|
2020
Q2 | $2.35M | Buy |
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|
2020
Q1 | $2.14M | Sell |
|
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|
2019
Q4 | $5.6M | Buy |
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|
2019
Q3 | $3.95M | Sell |
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|
2019
Q2 | $4.93M | Buy |
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|
2019
Q1 | $1.96M | Sell |
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|
2018
Q4 | $2.88M | Buy |
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|
2018
Q3 | $2.88M | Sell |
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|
2018
Q2 | $3.56M | Sell |
|
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|
2018
Q1 | $5.36M | Buy |
|
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|
2017
Q4 | $2.82M | Sell |
|
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|
2017
Q3 | $3.17M | Sell |
|
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|
2017
Q2 | $3.04M | Sell |
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|
2017
Q1 | $6.48M | Sell |
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|
2016
Q4 | $8.82M | Buy |
|
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|
2016
Q3 | $4.81M | Buy |
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|
2016
Q2 | $4.6M | Buy |
|
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|
2016
Q1 | $4.58M | Buy |
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|
2015
Q4 | $3.06M | Buy |
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|
2015
Q3 | $2.84M | Buy |
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|
2015
Q2 | $2.09M | Buy |
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|
2015
Q1 | $616K | Buy |
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|
2014
Q4 | $13K | Sell |
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|
2014
Q3 | $21K | Sell |
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|
2014
Q2 | $98K | Buy |
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|
2014
Q1 | $35K | Sell |
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|
2013
Q4 | $251K | Buy |
|