Winton 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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $842K | Buy |
|
|||||
|
2024
Q3 | $240K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $293K | Sell |
|
|||||
|
2023
Q1 | $619K | Buy |
|
|||||
|
2022
Q4 | $330K | Sell |
|
|||||
|
2022
Q3 | $295K | Sell |
|
|||||
|
2022
Q2 | $408K | Sell |
|
|||||
|
2022
Q1 | $437K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $374K | Buy |
|
|||||
|
2019
Q2 | $315K | Sell |
|
|||||
|
2019
Q1 | $636K | Buy |
|
|||||
|
2018
Q4 | $520K | Sell |
|
|||||
|
2018
Q3 | $631K | Buy |
|
|||||
|
2018
Q2 | $472K | Sell |
|
|||||
|
2018
Q1 | $815K | Buy |
|