Valeo Financial Advisors’s Heron Therapeutics HRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-26,697
| Closed | -$34.7K | – | 821 |
|
|
2025
Q4 | $34.7K | Hold |
26,697
| – | – | ﹤0.01% | 817 |
|
|
2025
Q3 | $33.6K | Buy |
26,697
+8,418
| +46% | +$13.3K | ﹤0.01% | 811 |
|
|
2025
Q2 | $37.8K | Buy |
18,279
+127
| +0.7% | +$259 | ﹤0.01% | 758 |
|
|
2025
Q1 | $39.9K | Buy |
18,152
+4,619
| +34% | +$8.96K | ﹤0.01% | 673 |
|
|
2024
Q4 | $20.7K | Buy |
13,533
+615
| +5% | +$997 | ﹤0.01% | 734 |
|
|
2024
Q3 | $25.7K | Buy |
12,918
+171
| +1% | +$408 | ﹤0.01% | 697 |
|
|
2024
Q2 | $44.6K | Buy |
+12,747
| New | +$39.2K | ﹤0.01% | 642 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$3K | – | 1087 |
|
|
2021
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 1705 |
|
|
2020
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 1415 |
|
|
2020
Q3 | $3K | Sell |
200
-68
| -25% | -$1.06K | ﹤0.01% | 1346 |
|
|
2020
Q2 | $4K | Hold |
268
| – | – | ﹤0.01% | 1588 |
|
|
2020
Q1 | $4K | Hold |
268
| – | – | ﹤0.01% | 1348 |
|
|
2019
Q4 | $6K | Sell |
268
-200
| -43% | -$4.42K | ﹤0.01% | 1237 |
|
|
2019
Q3 | $9K | Buy |
468
+18
| +4% | +$331 | ﹤0.01% | 1053 |
|
|
2019
Q2 | $8K | Buy |
450
+5
| +1% | +$100 | ﹤0.01% | 1083 |
|
|
2019
Q1 | $11K | Buy |
445
+245
| +123% | +$6.41K | ﹤0.01% | 937 |
|
|
2018
Q4 | $5K | Sell |
200
-7
| -3% | -$192 | ﹤0.01% | 1081 |
|
|
2018
Q3 | $6K | Buy |
207
+7
| +4% | +$261 | ﹤0.01% | 1127 |
|
|
2018
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 1008 |
|
|
2018
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 1073 |
|
|
2017
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 1070 |
|
|
2017
Q3 | $3K | Buy |
+200
| New | +$3.14K | ﹤0.01% | 960 |
|
Other funds holding HRTX
RCMNY
CC
O
VCIM
VCM
TC
TCM
PCM