True Wealth Design’s Heritage Insurance Holdings HRTG Stock Holding History

True Wealth Design’s Portfolio HRTG Stock Details HRTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.5K	Buy
2025 Q2	$3.32K	Buy
2025 Q1	–	Sell
2024 Q4	$1.47K	Sell
2024 Q3	$1.74K	Buy