Morgan Stanley’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78M | Sell |
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|
2025
Q1 | $5.11M | Sell |
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|
2024
Q4 | $6.77M | Buy |
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|
2024
Q3 | $5.61M | Buy |
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|
2024
Q2 | $4.53M | Sell |
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|
2024
Q1 | $5.76M | Sell |
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|
2023
Q4 | $13.2M | Buy |
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|
2023
Q3 | $2.77M | Sell |
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|
2023
Q2 | $3.16M | Sell |
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|
2023
Q1 | $4.57M | Buy |
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|
2022
Q4 | $4.4M | Buy |
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|
2022
Q3 | $3.68M | Buy |
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|
2022
Q2 | $3.37M | Buy |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $2.25M | Buy |
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|
2021
Q1 | $1.84M | Sell |
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|
2020
Q4 | $3.31M | Buy |
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|
2020
Q3 | $450K | Sell |
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|
2020
Q2 | $756K | Sell |
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|
2020
Q1 | $4.58M | Buy |
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|
2019
Q4 | $2.07M | Sell |
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|
2019
Q3 | $6.77M | Buy |
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|
2019
Q2 | $573K | Sell |
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|
2019
Q1 | $615K | Sell |
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|
2018
Q4 | $1.24M | Sell |
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|
2018
Q3 | $7.92M | Buy |
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|
2018
Q2 | $8.11M | Buy |
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|
2018
Q1 | $7.47M | Sell |
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|
2017
Q4 | $7.99M | Buy |
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|
2017
Q3 | $6.03M | Buy |
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|
2017
Q2 | $5.3M | Buy |
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|
2017
Q1 | $5.38M | Sell |
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|
2016
Q4 | $5.83M | Buy |
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|
2016
Q3 | $3.6M | Buy |
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|
2016
Q2 | $2.79M | Sell |
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|
2016
Q1 | $2.7M | Buy |
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|
2015
Q4 | $3M | Buy |
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|
2015
Q3 | $2.84M | Buy |
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|
2015
Q2 | $645K | Buy |
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|
2015
Q1 | $380K | Sell |
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|
2014
Q4 | $377K | Buy |
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|
2014
Q3 | $173K | Sell |
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|
2014
Q2 | $361K | Buy |
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|
2014
Q1 | $249K | Buy |
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|
2013
Q4 | $211K | Buy |
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|
2013
Q3 | $134K | Buy |
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|
2013
Q2 | $96K | Buy |
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