Valeo Financial Advisors’s Heron Therapeutics HRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.8K | Buy |
18,279
+127
| +0.7% | +$263 | ﹤0.01% | 742 |
|
|
2025
Q1 | $39.9K | Buy |
18,152
+4,619
| +34% | +$10.2K | ﹤0.01% | 664 |
|
|
2024
Q4 | $20.7K | Buy |
13,533
+615
| +5% | +$941 | ﹤0.01% | 689 |
|
|
2024
Q3 | $25.7K | Buy |
12,918
+171
| +1% | +$340 | ﹤0.01% | 687 |
|
|
2024
Q2 | $44.6K | Buy |
+12,747
| New | +$44.6K | ﹤0.01% | 642 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$3K | – | 1010 |
|
|
2021
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 1613 |
|
|
2020
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 1387 |
|
|
2020
Q3 | $3K | Sell |
200
-68
| -25% | -$1.02K | ﹤0.01% | 1301 |
|
|
2020
Q2 | $4K | Hold |
268
| – | – | ﹤0.01% | 1508 |
|
|
2020
Q1 | $4K | Hold |
268
| – | – | ﹤0.01% | 1295 |
|
|
2019
Q4 | $6K | Sell |
268
-200
| -43% | -$4.48K | ﹤0.01% | 1222 |
|
|
2019
Q3 | $9K | Buy |
468
+18
| +4% | +$346 | ﹤0.01% | 1039 |
|
|
2019
Q2 | $8K | Buy |
450
+5
| +1% | +$89 | ﹤0.01% | 1077 |
|
|
2019
Q1 | $11K | Buy |
445
+245
| +123% | +$6.06K | ﹤0.01% | 930 |
|
|
2018
Q4 | $5K | Sell |
200
-7
| -3% | -$175 | ﹤0.01% | 1073 |
|
|
2018
Q3 | $6K | Buy |
207
+7
| +4% | +$203 | ﹤0.01% | 1117 |
|
|
2018
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 1001 |
|
|
2018
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 1070 |
|
|
2017
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 1067 |
|
|
2017
Q3 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 954 |
|