Wells Fargo’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
24,493
+1,659
| +7% | +$39.6K | ﹤0.01% | 3676 |
|
|
2025
Q1 | $556K | Buy |
22,834
+447
| +2% | +$10.9K | ﹤0.01% | 3605 |
|
|
2024
Q4 | $548K | Buy |
22,387
+4,410
| +25% | +$108K | ﹤0.01% | 3660 |
|
|
2024
Q3 | $391K | Buy |
17,977
+675
| +4% | +$14.7K | ﹤0.01% | 3780 |
|
|
2024
Q2 | $312K | Buy |
17,302
+3,993
| +30% | +$72K | ﹤0.01% | 3869 |
|
|
2024
Q1 | $258K | Buy |
13,309
+1,576
| +13% | +$30.6K | ﹤0.01% | 3951 |
|
|
2023
Q4 | $251K | Buy |
11,733
+2,145
| +22% | +$45.9K | ﹤0.01% | 3948 |
|
|
2023
Q3 | $156K | Sell |
9,588
-6,543
| -41% | -$107K | ﹤0.01% | 4185 |
|
|
2023
Q2 | $261K | Buy |
16,131
+2,423
| +18% | +$39.2K | ﹤0.01% | 4183 |
|
|
2023
Q1 | $293K | Buy |
13,708
+8,834
| +181% | +$189K | ﹤0.01% | 3948 |
|
|
2022
Q4 | $149K | Sell |
4,874
-915
| -16% | -$28K | ﹤0.01% | 4053 |
|
|
2022
Q3 | $153K | Buy |
5,789
+230
| +4% | +$6.08K | ﹤0.01% | 4096 |
|
|
2022
Q2 | $140K | Sell |
5,559
-23,223
| -81% | -$585K | ﹤0.01% | 4210 |
|
|
2022
Q1 | $722K | Sell |
28,782
-14,817
| -34% | -$372K | ﹤0.01% | 3891 |
|
|
2021
Q4 | $1.06M | Sell |
43,599
-256,557
| -85% | -$6.26M | ﹤0.01% | 3798 |
|
|
2021
Q3 | $7.65M | Buy |
300,156
+7,287
| +2% | +$186K | ﹤0.01% | 2362 |
|
|
2021
Q2 | $7.33M | Sell |
292,869
-8,954
| -3% | -$224K | ﹤0.01% | 2414 |
|
|
2021
Q1 | $8.52M | Sell |
301,823
-77,874
| -21% | -$2.2M | ﹤0.01% | 2237 |
|
|
2020
Q4 | $8.88M | Sell |
379,697
-7,778
| -2% | -$182K | ﹤0.01% | 2173 |
|
|
2020
Q3 | $7.13M | Sell |
387,475
-11,849
| -3% | -$218K | ﹤0.01% | 2159 |
|
|
2020
Q2 | $7.99M | Buy |
399,324
+8,760
| +2% | +$175K | ﹤0.01% | 2021 |
|
|
2020
Q1 | $7.81M | Buy |
390,564
+30,685
| +9% | +$614K | ﹤0.01% | 1838 |
|
|
2019
Q4 | $10.2M | Sell |
359,879
-7,843
| -2% | -$222K | ﹤0.01% | 1942 |
|
|
2019
Q3 | $9.91M | Buy |
367,722
+34,163
| +10% | +$921K | ﹤0.01% | 1932 |
|
|
2019
Q2 | $9.85M | Buy |
333,559
+119,188
| +56% | +$3.52M | ﹤0.01% | 1968 |
|
|
2019
Q1 | $6.46M | Sell |
214,371
-10,655
| -5% | -$321K | ﹤0.01% | 2305 |
|
|
2018
Q4 | $6.69M | Buy |
225,026
+1,607
| +0.7% | +$47.8K | ﹤0.01% | 2153 |
|
|
2018
Q3 | $7.85M | Sell |
223,419
-30,006
| -12% | -$1.05M | ﹤0.01% | 2254 |
|
|
2018
Q2 | $8.83M | Buy |
253,425
+80,436
| +46% | +$2.8M | ﹤0.01% | 2158 |
|
|
2018
Q1 | $5.29M | Buy |
172,989
+9,492
| +6% | +$290K | ﹤0.01% | 2554 |
|
|
2017
Q4 | $5.03M | Buy |
163,497
+34,948
| +27% | +$1.08M | ﹤0.01% | 2563 |
|
|
2017
Q3 | $3.79M | Buy |
128,549
+8,341
| +7% | +$246K | ﹤0.01% | 2749 |
|
|
2017
Q2 | $3.19M | Buy |
120,208
+10,246
| +9% | +$271K | ﹤0.01% | 2799 |
|
|
2017
Q1 | $2.72M | Sell |
109,962
-4,873
| -4% | -$121K | ﹤0.01% | 2906 |
|
|
2016
Q4 | $2.96M | Sell |
114,835
-7,480
| -6% | -$193K | ﹤0.01% | 2812 |
|
|
2016
Q3 | $2.2M | Sell |
122,315
-2,580
| -2% | -$46.3K | ﹤0.01% | 2870 |
|
|
2016
Q2 | $2.2M | Buy |
124,895
+6,297
| +5% | +$111K | ﹤0.01% | 2871 |
|
|
2016
Q1 | $2.09M | Sell |
118,598
-7,540
| -6% | -$133K | ﹤0.01% | 2861 |
|
|
2015
Q4 | $2.38M | Buy |
126,138
+11,031
| +10% | +$208K | ﹤0.01% | 2819 |
|
|
2015
Q3 | $2.17M | Buy |
115,107
+27,715
| +32% | +$522K | ﹤0.01% | 2890 |
|
|
2015
Q2 | $1.56M | Buy |
87,392
+33,940
| +63% | +$607K | ﹤0.01% | 3220 |
|
|
2015
Q1 | $909K | Sell |
53,452
-4,323
| -7% | -$73.5K | ﹤0.01% | 3535 |
|
|
2014
Q4 | $1.01M | Sell |
57,775
-147
| -0.3% | -$2.58K | ﹤0.01% | 3446 |
|
|
2014
Q3 | $917K | Sell |
57,922
-5,145
| -8% | -$81.5K | ﹤0.01% | 3492 |
|
|
2014
Q2 | $1.02M | Buy |
63,067
+35,523
| +129% | +$572K | ﹤0.01% | 3476 |
|
|
2014
Q1 | $466K | Sell |
27,544
-1,550
| -5% | -$26.2K | ﹤0.01% | 3865 |
|
|
2013
Q4 | $497K | Sell |
29,094
-17,219
| -37% | -$294K | ﹤0.01% | 3763 |
|
|
2013
Q3 | $719K | Buy |
46,313
+39,849
| +616% | +$619K | ﹤0.01% | 3528 |
|
|
2013
Q2 | $95K | Buy |
+6,464
| New | +$95K | ﹤0.01% | 4372 |
|