Wellington Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.2M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.6M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $13.1M | Sell |
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|
2022
Q4 | $22.7M | Sell |
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|
2022
Q3 | $26.8M | Buy |
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|
2022
Q2 | $21.2M | Sell |
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|
2022
Q1 | $21.6M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $718K | Buy |
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|
2017
Q4 | $351K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.11M | Sell |
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|
2015
Q4 | $2.87M | Sell |
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|
2015
Q3 | $3.64M | Sell |
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|
2015
Q2 | $3.91M | Sell |
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|
2015
Q1 | $3.76M | Sell |
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|
2014
Q4 | $19.7M | Sell |
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|
2014
Q3 | $17.9M | Sell |
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|
2014
Q2 | $18.3M | Buy |
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|
2014
Q1 | $2.1M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $9.38M | Buy |
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