Zurich Cantonal Bank’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Hold |
8,129
| – | – | ﹤0.01% | 2153 |
|
|
2025
Q1 | $198K | Hold |
8,129
| – | – | ﹤0.01% | 2110 |
|
|
2024
Q4 | $199K | Hold |
8,129
| – | – | ﹤0.01% | 2154 |
|
|
2024
Q3 | $177K | Hold |
8,129
| – | – | ﹤0.01% | 2176 |
|
|
2024
Q2 | $147K | Hold |
8,129
| – | – | ﹤0.01% | 2195 |
|
|
2024
Q1 | $158K | Hold |
8,129
| – | – | ﹤0.01% | 2183 |
|
|
2023
Q4 | $174K | Hold |
8,129
| – | – | ﹤0.01% | 2164 |
|
|
2023
Q3 | $133K | Hold |
8,129
| – | – | ﹤0.01% | 2217 |
|
|
2023
Q2 | $131K | Hold |
8,129
| – | – | ﹤0.01% | 2191 |
|
|
2023
Q1 | $174K | Hold |
8,129
| – | – | ﹤0.01% | 1964 |
|
|
2022
Q4 | $249K | Buy |
8,129
+2,460
| +43% | +$75.4K | ﹤0.01% | 1696 |
|
|
2022
Q3 | $150K | Hold |
5,669
| – | – | ﹤0.01% | 1940 |
|
|
2022
Q2 | $143K | Hold |
5,669
| – | – | ﹤0.01% | 1993 |
|
|
2022
Q1 | $142K | Hold |
5,669
| – | – | ﹤0.01% | 2106 |
|
|
2021
Q4 | $139K | Hold |
5,669
| – | – | ﹤0.01% | 2319 |
|
|
2021
Q3 | $145K | Hold |
5,669
| – | – | ﹤0.01% | 2120 |
|
|
2021
Q2 | $142K | Hold |
5,669
| – | – | ﹤0.01% | 2037 |
|
|
2021
Q1 | $160K | Hold |
5,669
| – | – | ﹤0.01% | 1907 |
|
|
2020
Q4 | $133K | Hold |
5,669
| – | – | ﹤0.01% | 2081 |
|
|
2020
Q3 | $104K | Hold |
5,669
| – | – | ﹤0.01% | 1968 |
|
|
2020
Q2 | $113K | Buy |
5,669
+1,709
| +43% | +$34.1K | ﹤0.01% | 1880 |
|
|
2020
Q1 | $79K | Buy |
3,960
+1,869
| +89% | +$37.3K | ﹤0.01% | 1735 |
|
|
2019
Q4 | $59K | Hold |
2,091
| – | – | ﹤0.01% | 2051 |
|
|
2019
Q3 | $56K | Hold |
2,091
| – | – | ﹤0.01% | 1958 |
|
|
2019
Q2 | $62K | Hold |
2,091
| – | – | ﹤0.01% | 1927 |
|
|
2019
Q1 | $63K | Hold |
2,091
| – | – | ﹤0.01% | 1864 |
|
|
2018
Q4 | $62K | Hold |
2,091
| – | – | ﹤0.01% | 1896 |
|
|
2018
Q3 | $73K | Hold |
2,091
| – | – | ﹤0.01% | 1918 |
|
|
2018
Q2 | $73K | Hold |
2,091
| – | – | ﹤0.01% | 1866 |
|
|
2018
Q1 | $64K | Hold |
2,091
| – | – | ﹤0.01% | 1881 |
|
|
2017
Q4 | $64K | Buy |
2,091
+867
| +71% | +$26.5K | ﹤0.01% | 1864 |
|
|
2017
Q3 | $36K | Hold |
1,224
| – | – | ﹤0.01% | 2007 |
|
|
2017
Q2 | $32K | Hold |
1,224
| – | – | ﹤0.01% | 2028 |
|
|
2017
Q1 | $30K | Hold |
1,224
| – | – | ﹤0.01% | 2111 |
|
|
2016
Q4 | $32K | Hold |
1,224
| – | – | ﹤0.01% | 2025 |
|
|
2016
Q3 | $22K | Buy |
1,224
+339
| +38% | +$6.09K | ﹤0.01% | 2201 |
|
|
2016
Q2 | $16K | Hold |
885
| – | – | ﹤0.01% | 2205 |
|
|
2016
Q1 | $16K | Hold |
885
| – | – | ﹤0.01% | 2181 |
|
|
2015
Q4 | $17K | Hold |
885
| – | – | ﹤0.01% | 2180 |
|
|
2015
Q3 | $17K | Buy |
885
+276
| +45% | +$5.3K | ﹤0.01% | 1566 |
|
|
2015
Q2 | $11K | Hold |
609
| – | – | ﹤0.01% | 1322 |
|
|
2015
Q1 | $10K | Buy |
+609
| New | +$10K | ﹤0.01% | 1366 |
|