UBS Group’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.89M | Buy |
226,475
+119,959
| +113% | +$3.12M | ﹤0.01% | 3895 |
|
|
2025
Q4 | $2.52M | Buy |
106,516
+8,084
| +8% | +$190K | ﹤0.01% | 4746 |
|
|
2025
Q3 | $2.38M | Sell |
98,432
-11,114
| -10% | -$269K | ﹤0.01% | 4795 |
|
|
2025
Q2 | $2.61M | Buy |
109,546
+11,808
| +12% | +$272K | ﹤0.01% | 4543 |
|
|
2025
Q1 | $2.38M | Buy |
97,738
+36,583
| +60% | +$892K | ﹤0.01% | 4560 |
|
|
2024
Q4 | $1.5M | Buy |
61,155
+23,604
| +63% | +$573K | ﹤0.01% | 4984 |
|
|
2024
Q3 | $817K | Buy |
37,551
+1,959
| +6% | +$41.8K | ﹤0.01% | 4827 |
|
|
2024
Q2 | $642K | Sell |
35,592
-2,062
| -5% | -$37K | ﹤0.01% | 4799 |
|
|
2024
Q1 | $730K | Sell |
37,654
-14,863
| -28% | -$286K | ﹤0.01% | 4873 |
|
|
2023
Q4 | $1.12M | Buy |
52,517
+30,175
| +135% | +$547K | ﹤0.01% | 4397 |
|
|
2023
Q3 | $364K | Buy |
22,342
+4,383
| +24% | +$76.5K | ﹤0.01% | 4904 |
|
|
2023
Q2 | $290K | Sell |
17,959
-5,711
| -24% | -$99.4K | ﹤0.01% | 5231 |
|
|
2023
Q1 | $507K | Sell |
23,670
-5,353
| -18% | -$144K | ﹤0.01% | 4679 |
|
|
2022
Q4 | $889K | Buy |
29,023
+8,308
| +40% | +$260K | ﹤0.01% | 4185 |
|
|
2022
Q3 | $549K | Buy |
20,715
+12,509
| +152% | +$330K | ﹤0.01% | 4254 |
|
|
2022
Q2 | $207K | Sell |
8,206
-17,900
| -69% | -$447K | ﹤0.01% | 4880 |
|
|
2022
Q1 | $654K | Sell |
26,106
-6,440
| -20% | -$165K | ﹤0.01% | 4485 |
|
|
2021
Q4 | $796K | Buy |
32,546
+10,463
| +47% | +$258K | ﹤0.01% | 4584 |
|
|
2021
Q3 | $563K | Sell |
22,083
-20,745
| -48% | -$504K | ﹤0.01% | 4654 |
|
|
2021
Q2 | $1.07M | Sell |
42,828
-21,243
| -33% | -$592K | ﹤0.01% | 4121 |
|
|
2021
Q1 | $1.81M | Buy |
64,071
+15,081
| +31% | +$395K | ﹤0.01% | 3657 |
|
|
2020
Q4 | $1.15M | Buy |
48,990
+13,141
| +37% | +$295K | ﹤0.01% | 3896 |
|
|
2020
Q3 | $659K | Sell |
35,849
-1,129
| -3% | -$22.1K | ﹤0.01% | 3961 |
|
|
2020
Q2 | $740K | Buy |
36,978
+4,517
| +14% | +$85.2K | ﹤0.01% | 3789 |
|
|
2020
Q1 | $649K | Sell |
32,461
-20,725
| -39% | -$512K | ﹤0.01% | 3736 |
|
|
2019
Q4 | $1.5M | Buy |
53,186
+8,376
| +19% | +$231K | ﹤0.01% | 3836 |
|
|
2019
Q3 | $1.21M | Buy |
44,810
+20,285
| +83% | +$560K | ﹤0.01% | 3801 |
|
|
2019
Q2 | $725K | Buy |
24,525
+10,273
| +72% | +$309K | ﹤0.01% | 3999 |
|
|
2019
Q1 | $430K | Sell |
14,252
-18,138
| -56% | -$568K | ﹤0.01% | 4159 |
|
|
2018
Q4 | $962K | Buy |
32,390
+1,983
| +7% | +$64.8K | ﹤0.01% | 3723 |
|
|
2018
Q3 | $1.07M | Buy |
30,407
+10,432
| +52% | +$375K | ﹤0.01% | 3791 |
|
|
2018
Q2 | $696K | Sell |
19,975
-3,482
| -15% | -$112K | ﹤0.01% | 4069 |
|
|
2018
Q1 | $717K | Buy |
23,457
+18,256
| +351% | +$563K | ﹤0.01% | 3962 |
|
|
2017
Q4 | $160K | Buy |
5,201
+145
| +3% | +$4.46K | ﹤0.01% | 5067 |
|
|
2017
Q3 | $149K | Buy |
5,056
+1,626
| +47% | +$43.7K | ﹤0.01% | 5048 |
|
|
2017
Q2 | $91K | Sell |
3,430
-1,258
| -27% | -$31.5K | ﹤0.01% | 5226 |
|
|
2017
Q1 | $117K | Sell |
4,688
-2,943
| -39% | -$73.7K | ﹤0.01% | 4983 |
|
|
2016
Q4 | $197K | Buy |
+7,631
| New | +$163K | ﹤0.01% | 4797 |
|
|
2016
Q3 | – | Sell |
-700
| Closed | -$12K | – | 7776 |
|
|
2016
Q2 | $12K | Sell |
700
-76
| -10% | -$1.34K | ﹤0.01% | 6675 |
|
|
2016
Q1 | $13K | Sell |
776
-424
| -35% | -$7.47K | ﹤0.01% | 6495 |
|
|
2015
Q4 | $22K | Sell |
1,200
-651
| -35% | -$12.3K | ﹤0.01% | 6653 |
|
|
2015
Q3 | $35K | Buy |
1,851
+1,151
| +164% | +$20.8K | ﹤0.01% | 6143 |
|
|
2015
Q2 | $13K | Hold |
700
| – | – | ﹤0.01% | 7262 |
|
|
2015
Q1 | $12K | Sell |
700
-2,846
| -80% | -$46.5K | ﹤0.01% | 7487 |
|
|
2014
Q4 | $62K | Buy |
+3,546
| New | +$60.9K | ﹤0.01% | 6220 |
|
Other funds holding HFWA
VCM
BCM
