WR Wealth Planners’s Heron Therapeutics HRTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$3.21K Sell
2,100
-700
-25% -$1.14K ﹤0.01% 776
2024
Q3
$5.57K Hold
2,800
﹤0.01% 723
2024
Q2
$9.8K Sell
2,800
-500
-15% -$1.54K ﹤0.01% 596
2024
Q1
$9.14K Buy
+3,300
New +$8.29K ﹤0.01% 615
2023
Q4
Sell
-3,800
Closed -$3.91K 486
2023
Q3
$3.91K Hold
3,800
﹤0.01% 704
2023
Q2
$4.41K Hold
3,800
﹤0.01% 697
2023
Q1
$5.74K Buy
+3,800
New +$9.52K ﹤0.01% 665

Other funds holding HRTX

WR Wealth Planners's HRTX Position: Q4 2024 in Review

WR Wealth Planners reduced its Heron Therapeutics (HRTX) stake by 25% in Q4 2024, selling an estimated $1.14K and leaving 2,100 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

WR Wealth Planners first reported a position in HRTX in Q1 2023 and has held it in 7 quarters since. The position peaked at $9.8K in Q2 2024. 161 funds tracked by Wall St. Rank hold HRTX as of Q4 2024.

  • WR Wealth Planners held 2,100 shares of Heron Therapeutics worth $3.21K as of Q4 2024.
  • WR Wealth Planners sold 700 Heron Therapeutics shares in Q4 2024, an estimated $1.14K.
  • Heron Therapeutics made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #776 holding.
  • WR Wealth Planners first reported a position in Heron Therapeutics in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Heron Therapeutics position peaked at $9.8K in Q2 2024.
  • 161 funds tracked by Wall St. Rank held Heron Therapeutics as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.