Zurich Cantonal Bank’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
Q2 | $194K | Hold |
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|
2025
Q1 | $198K | Hold |
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|
2024
Q4 | $199K | Hold |
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|
2024
Q3 | $177K | Hold |
|
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|
2024
Q2 | $147K | Hold |
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|
2024
Q1 | $158K | Hold |
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|
2023
Q4 | $174K | Hold |
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|
2023
Q3 | $133K | Hold |
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|
2023
Q2 | $131K | Hold |
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|
2023
Q1 | $174K | Hold |
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|
2022
Q4 | $249K | Buy |
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|
2022
Q3 | $150K | Hold |
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|
2022
Q2 | $143K | Hold |
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|
2022
Q1 | $142K | Hold |
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|
2021
Q4 | $139K | Hold |
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|
2021
Q3 | $145K | Hold |
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|
2021
Q2 | $142K | Hold |
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|
2021
Q1 | $160K | Hold |
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|
2020
Q4 | $133K | Hold |
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|
2020
Q3 | $104K | Hold |
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|
2020
Q2 | $113K | Buy |
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|
2020
Q1 | $79K | Buy |
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|
2019
Q4 | $59K | Hold |
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|
2019
Q3 | $56K | Hold |
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|
2019
Q2 | $62K | Hold |
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|
2019
Q1 | $63K | Hold |
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|
2018
Q4 | $62K | Hold |
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|
2018
Q3 | $73K | Hold |
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|
2018
Q2 | $73K | Hold |
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|
2018
Q1 | $64K | Hold |
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|
2017
Q4 | $64K | Buy |
|
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|
2017
Q3 | $36K | Hold |
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|
2017
Q2 | $32K | Hold |
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|
2017
Q1 | $30K | Hold |
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|
2016
Q4 | $32K | Hold |
|
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|
2016
Q3 | $22K | Buy |
|
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|
2016
Q2 | $16K | Hold |
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|
2016
Q1 | $16K | Hold |
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|
2015
Q4 | $17K | Hold |
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|
2015
Q3 | $17K | Buy |
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|
2015
Q2 | $11K | Hold |
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|
2015
Q1 | $10K | Buy |
|