Wells Fargo’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Buy |
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|
2025
Q1 | $607K | Buy |
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|
2024
Q4 | $540K | Buy |
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|
2024
Q3 | $400K | Buy |
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|
2024
Q2 | $322K | Sell |
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|
2024
Q1 | $417K | Buy |
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|
2023
Q4 | $395K | Buy |
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|
2023
Q3 | $208K | Sell |
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|
2023
Q2 | $269K | Buy |
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|
2023
Q1 | $139K | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $2.01M | Buy |
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|
2020
Q3 | $1.47M | Sell |
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|
2020
Q2 | $1.87M | Buy |
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|
2020
Q1 | $1.58M | Sell |
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|
2019
Q4 | $3.14M | Buy |
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|
2019
Q3 | $1.48M | Sell |
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|
2019
Q2 | $1.55M | Sell |
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|
2019
Q1 | $1.71M | Buy |
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|
2018
Q4 | $1.37M | Sell |
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|
2018
Q3 | $1.9M | Sell |
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|
2018
Q2 | $2.35M | Buy |
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|
2018
Q1 | $1.7M | Sell |
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|
2017
Q4 | $1.74M | Buy |
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|
2017
Q3 | $765K | Buy |
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|
2017
Q2 | $497K | Buy |
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|
2017
Q1 | $508K | Sell |
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|
2016
Q4 | $520K | Buy |
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|
2016
Q3 | $307K | Sell |
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|
2016
Q2 | $318K | Buy |
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|
2016
Q1 | $294K | Buy |
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|
2015
Q4 | $308K | Buy |
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|
2015
Q3 | $174K | Sell |
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|
2015
Q2 | $272K | Buy |
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|
2015
Q1 | $154K | Buy |
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|
2014
Q4 | $148K | Buy |
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|
2014
Q3 | $137K | Buy |
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|
2014
Q2 | $27K | Buy |
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|
2014
Q1 | $13K | Hold |
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|
2013
Q4 | $13K | Hold |
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|
2013
Q3 | $12K | Hold |
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|
2013
Q2 | $11K | Buy |
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