WhitTier Trust Company’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Hold |
48,591
| – | – | 0.01% | 399 |
|
|
2025
Q1 | $463K | Hold |
48,591
| – | – | 0.01% | 399 |
|
|
2024
Q4 | $456K | Sell |
48,591
-4,200
| -8% | -$39.4K | 0.01% | 378 |
|
|
2024
Q3 | $522K | Hold |
52,791
| – | – | 0.01% | 355 |
|
|
2024
Q2 | $459K | Hold |
52,791
| – | – | 0.01% | 355 |
|
|
2024
Q1 | $453K | Hold |
52,791
| – | – | 0.01% | 355 |
|
|
2023
Q4 | $524K | Hold |
52,791
| – | – | 0.02% | 337 |
|
|
2023
Q3 | $447K | Hold |
52,791
| – | – | 0.02% | 344 |
|
|
2023
Q2 | $437K | Hold |
52,791
| – | – | 0.01% | 352 |
|
|
2023
Q1 | $440K | Buy |
+52,791
| New | +$440K | 0.02% | 353 |
|