Wells Fargo’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $864K | Buy |
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|
2025
Q2 | $563K | Buy |
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|
2025
Q1 | $198K | Buy |
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|
2024
Q4 | $162K | Buy |
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|
2024
Q3 | $139K | Buy |
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|
2024
Q2 | $77.3K | Buy |
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|
2024
Q1 | $11.3K | Sell |
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|
2023
Q4 | $88.6K | Buy |
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|
2023
Q3 | $6.48K | Sell |
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|
2023
Q2 | $3.94K | Buy |
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|
2023
Q1 | $3.12K | Buy |
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|
2022
Q4 | $1.82K | Sell |
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|
2022
Q3 | $754K | Buy |
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|
2022
Q2 | $855K | Sell |
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|
2022
Q1 | $2.39M | Buy |
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|
2021
Q4 | $143K | Buy |
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|
2021
Q3 | $139K | Buy |
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|
2021
Q2 | $140K | Sell |
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|
2021
Q1 | $381K | Sell |
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|
2020
Q4 | $720K | Buy |
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|
2020
Q3 | $708K | Buy |
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|
2020
Q2 | $896K | Buy |
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|
2020
Q1 | $611K | Buy |
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|
2019
Q4 | $753K | Buy |
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|
2019
Q3 | $785K | Buy |
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|
2019
Q2 | $673K | Sell |
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|
2019
Q1 | $815K | Sell |
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|
2018
Q4 | $994K | Buy |
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|
2018
Q3 | $710K | Sell |
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|
2018
Q2 | $929K | Sell |
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|
2018
Q1 | $6.35M | Sell |
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|
2017
Q4 | $7.96M | Sell |
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|
2017
Q3 | $5.96M | Buy |
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|
2017
Q2 | $5.71M | Sell |
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|
2017
Q1 | $5.97M | Sell |
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|
2016
Q4 | $7.67M | Buy |
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|
2016
Q3 | $6.82M | Sell |
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|
2016
Q2 | $6.43M | Buy |
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|
2016
Q1 | $5.74M | Buy |
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|
2015
Q4 | $7M | Buy |
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|
2015
Q3 | $5.26M | Buy |
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|
2015
Q2 | $1.87M | Buy |
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|
2015
Q1 | $263K | Buy |
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|
2014
Q4 | $88K | Buy |
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|
2014
Q3 | $5K | Sell |
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|
2014
Q2 | $7K | Buy |
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