Swiss National Bank’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 | $1.55M | Sell |
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|
2025
Q1 | $1.61M | Sell |
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|
2024
Q4 | $1.66M | Hold |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.25M | Hold |
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|
2024
Q1 | $1.34M | Hold |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.23M | Hold |
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|
2023
Q1 | $1.62M | Sell |
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|
2022
Q4 | $2.6M | Buy |
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|
2022
Q3 | $2.2M | Hold |
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|
2022
Q2 | $2.09M | Hold |
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|
2022
Q1 | $2.08M | Buy |
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|
2021
Q4 | $1.94M | Hold |
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|
2021
Q3 | $2.02M | Hold |
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|
2021
Q2 | $1.98M | Sell |
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|
2021
Q1 | $2.31M | Hold |
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|
2020
Q4 | $1.91M | Hold |
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|
2020
Q3 | $1.5M | Hold |
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|
2020
Q2 | $1.64M | Buy |
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|
2020
Q1 | $1.42M | Buy |
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|
2019
Q4 | $2M | Buy |
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|
2019
Q3 | $1.87M | Buy |
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|
2019
Q2 | $2.03M | Buy |
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|
2019
Q1 | $2.02M | Buy |
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|
2018
Q4 | $1.94M | Buy |
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|
2018
Q3 | $2.09M | Hold |
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|
2018
Q2 | $2.07M | Hold |
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|
2018
Q1 | $1.82M | Buy |
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|
2017
Q4 | $1.52M | Hold |
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|
2017
Q3 | $1.46M | Hold |
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|
2017
Q2 | $1.31M | Hold |
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|
2017
Q1 | $1.22M | Buy |
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|
2016
Q4 | $1.23M | Hold |
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|
2016
Q3 | $856K | Hold |
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|
2016
Q2 | $838K | Hold |
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|
2016
Q1 | $808K | Buy |
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|
2015
Q4 | $727K | Hold |
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|
2015
Q3 | $726K | Buy |
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|
2015
Q2 | $461K | Hold |
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|
2015
Q1 | $439K | Hold |
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|
2014
Q4 | $453K | Buy |
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