UBS Group’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
109,546
+11,808
| +12% | +$282K | ﹤0.01% | 3608 |
|
|
2025
Q1 | $2.38M | Buy |
97,738
+36,583
| +60% | +$890K | ﹤0.01% | 3583 |
|
|
2024
Q4 | $1.5M | Buy |
61,155
+23,604
| +63% | +$578K | ﹤0.01% | 3933 |
|
|
2024
Q3 | $817K | Buy |
37,551
+1,959
| +6% | +$42.6K | ﹤0.01% | 3742 |
|
|
2024
Q2 | $642K | Sell |
35,592
-2,062
| -5% | -$37.2K | ﹤0.01% | 3744 |
|
|
2024
Q1 | $730K | Sell |
37,654
-14,863
| -28% | -$288K | ﹤0.01% | 3796 |
|
|
2023
Q4 | $1.12M | Buy |
52,517
+30,175
| +135% | +$645K | ﹤0.01% | 3349 |
|
|
2023
Q3 | $364K | Buy |
22,342
+4,383
| +24% | +$71.5K | ﹤0.01% | 3832 |
|
|
2023
Q2 | $290K | Sell |
17,959
-5,711
| -24% | -$92.3K | ﹤0.01% | 4211 |
|
|
2023
Q1 | $507K | Sell |
23,670
-5,353
| -18% | -$115K | ﹤0.01% | 3697 |
|
|
2022
Q4 | $889K | Buy |
29,023
+8,308
| +40% | +$255K | ﹤0.01% | 3238 |
|
|
2022
Q3 | $549K | Buy |
20,715
+12,509
| +152% | +$332K | ﹤0.01% | 3291 |
|
|
2022
Q2 | $207K | Sell |
8,206
-17,900
| -69% | -$452K | ﹤0.01% | 3910 |
|
|
2022
Q1 | $654K | Sell |
26,106
-6,440
| -20% | -$161K | ﹤0.01% | 3575 |
|
|
2021
Q4 | $796K | Buy |
32,546
+10,463
| +47% | +$256K | ﹤0.01% | 3613 |
|
|
2021
Q3 | $563K | Sell |
22,083
-20,745
| -48% | -$529K | ﹤0.01% | 3659 |
|
|
2021
Q2 | $1.07M | Sell |
42,828
-21,243
| -33% | -$532K | ﹤0.01% | 3198 |
|
|
2021
Q1 | $1.81M | Buy |
64,071
+15,081
| +31% | +$426K | ﹤0.01% | 2849 |
|
|
2020
Q4 | $1.15M | Buy |
48,990
+13,141
| +37% | +$307K | ﹤0.01% | 3046 |
|
|
2020
Q3 | $659K | Sell |
35,849
-1,129
| -3% | -$20.8K | ﹤0.01% | 3206 |
|
|
2020
Q2 | $740K | Buy |
36,978
+4,517
| +14% | +$90.4K | ﹤0.01% | 3069 |
|
|
2020
Q1 | $649K | Sell |
32,461
-20,725
| -39% | -$414K | ﹤0.01% | 3003 |
|
|
2019
Q4 | $1.51M | Buy |
53,186
+8,376
| +19% | +$237K | ﹤0.01% | 3005 |
|
|
2019
Q3 | $1.21M | Buy |
44,810
+20,285
| +83% | +$547K | ﹤0.01% | 3053 |
|
|
2019
Q2 | $725K | Buy |
24,525
+10,273
| +72% | +$304K | ﹤0.01% | 3265 |
|
|
2019
Q1 | $430K | Sell |
14,252
-18,138
| -56% | -$547K | ﹤0.01% | 3451 |
|
|
2018
Q4 | $962K | Buy |
32,390
+1,983
| +7% | +$58.9K | ﹤0.01% | 3028 |
|
|
2018
Q3 | $1.07M | Buy |
30,407
+10,432
| +52% | +$367K | ﹤0.01% | 3103 |
|
|
2018
Q2 | $696K | Sell |
19,975
-3,482
| -15% | -$121K | ﹤0.01% | 3322 |
|
|
2018
Q1 | $717K | Buy |
23,457
+18,256
| +351% | +$558K | ﹤0.01% | 3252 |
|
|
2017
Q4 | $160K | Buy |
5,201
+145
| +3% | +$4.46K | ﹤0.01% | 4156 |
|
|
2017
Q3 | $149K | Buy |
5,056
+1,626
| +47% | +$47.9K | ﹤0.01% | 4191 |
|
|
2017
Q2 | $91K | Sell |
3,430
-1,258
| -27% | -$33.4K | ﹤0.01% | 4339 |
|
|
2017
Q1 | $117K | Sell |
4,688
-2,943
| -39% | -$73.4K | ﹤0.01% | 4125 |
|
|
2016
Q4 | $197K | Buy |
+7,631
| New | +$197K | ﹤0.01% | 3932 |
|
|
2016
Q3 | – | Sell |
-700
| Closed | -$12K | – | 6756 |
|
|
2016
Q2 | $12K | Sell |
700
-76
| -10% | -$1.3K | ﹤0.01% | 5786 |
|
|
2016
Q1 | $13K | Sell |
776
-424
| -35% | -$7.1K | ﹤0.01% | 5652 |
|
|
2015
Q4 | $22K | Sell |
1,200
-651
| -35% | -$11.9K | ﹤0.01% | 5483 |
|
|
2015
Q3 | $35K | Buy |
1,851
+1,151
| +164% | +$21.8K | ﹤0.01% | 4982 |
|
|
2015
Q2 | $13K | Hold |
700
| – | – | ﹤0.01% | 5817 |
|
|
2015
Q1 | $12K | Sell |
700
-2,846
| -80% | -$48.8K | ﹤0.01% | 5748 |
|
|
2014
Q4 | $62K | Buy |
+3,546
| New | +$62K | ﹤0.01% | 4552 |
|