UBS Group’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.43M | Buy |
|
|||||
|
2025
Q2 | $1.6M | Buy |
|
|||||
|
2025
Q1 | $843K | Sell |
|
|||||
|
2024
Q4 | $1.18M | Buy |
|
|||||
|
2024
Q3 | $838K | Buy |
|
|||||
|
2024
Q2 | $652K | Sell |
|
|||||
|
2024
Q1 | $812K | Sell |
|
|||||
|
2023
Q4 | $1.35M | Buy |
|
|||||
|
2023
Q3 | $484K | Buy |
|
|||||
|
2023
Q2 | $363K | Sell |
|
|||||
|
2023
Q1 | $494K | Sell |
|
|||||
|
2022
Q4 | $956K | Buy |
|
|||||
|
2022
Q3 | $314K | Sell |
|
|||||
|
2022
Q2 | $316K | Sell |
|
|||||
|
2022
Q1 | $486K | Sell |
|
|||||
|
2021
Q4 | $667K | Sell |
|
|||||
|
2021
Q3 | $658K | Sell |
|
|||||
|
2021
Q2 | $729K | Sell |
|
|||||
|
2021
Q1 | $885K | Buy |
|
|||||
|
2020
Q4 | $616K | Buy |
|
|||||
|
2020
Q3 | $377K | Sell |
|
|||||
|
2020
Q2 | $467K | Sell |
|
|||||
|
2020
Q1 | $502K | Sell |
|
|||||
|
2019
Q4 | $1.21M | Buy |
|
|||||
|
2019
Q3 | $869K | Buy |
|
|||||
|
2019
Q2 | $611K | Buy |
|
|||||
|
2019
Q1 | $451K | Sell |
|
|||||
|
2018
Q4 | $599K | Buy |
|
|||||
|
2018
Q3 | $768K | Buy |
|
|||||
|
2018
Q2 | $681K | Sell |
|
|||||
|
2018
Q1 | $787K | Sell |
|
|||||
|
2017
Q4 | $777K | Buy |
|
|||||
|
2017
Q3 | $702K | Buy |
|
|||||
|
2017
Q2 | $649K | Sell |
|
|||||
|
2017
Q1 | $715K | Sell |
|
|||||
|
2016
Q4 | $779K | Buy |
|
|||||
|
2016
Q3 | $569K | Sell |
|
|||||
|
2016
Q2 | $637K | Buy |
|
|||||
|
2016
Q1 | $601K | Sell |
|
|||||
|
2015
Q4 | $721K | Buy |
|
|||||
|
2015
Q3 | $648K | Buy |
|
|||||
|
2015
Q2 | $414K | Sell |
|
|||||
|
2015
Q1 | $485K | Sell |
|
|||||
|
2014
Q4 | $534K | Buy |
|