Oberweis Asset Management’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-140,400
| Closed | -$3M | – | 205 |
|
|
2023
Q4 | $3M | Buy |
140,400
+4,400
| +3% | +$94.1K | 0.28% | 136 |
|
|
2023
Q3 | $2.22M | Buy |
136,000
+9,500
| +8% | +$155K | 0.24% | 147 |
|
|
2023
Q2 | $2.05M | Buy |
126,500
+30,604
| +32% | +$495K | 0.25% | 129 |
|
|
2023
Q1 | $2.05M | Buy |
95,896
+40,496
| +73% | +$867K | 0.32% | 109 |
|
|
2022
Q4 | $1.7M | Buy |
+55,400
| New | +$1.7M | 0.36% | 89 |
|