Zurich Cantonal Bank’s Haverty Furniture Companies HVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,545
| Closed | -$123K | – | 2653 |
|
|
2024
Q4 | $123K | Hold |
5,545
| – | – | ﹤0.01% | 2362 |
|
|
2024
Q3 | $152K | Hold |
5,545
| – | – | ﹤0.01% | 2254 |
|
|
2024
Q2 | $140K | Buy |
5,545
+1,034
| +23% | +$26.2K | ﹤0.01% | 2219 |
|
|
2024
Q1 | $154K | Hold |
4,511
| – | – | ﹤0.01% | 2193 |
|
|
2023
Q4 | $160K | Buy |
4,511
+1,740
| +63% | +$61.8K | ﹤0.01% | 2210 |
|
|
2023
Q3 | $79.7K | Hold |
2,771
| – | – | ﹤0.01% | 2459 |
|
|
2023
Q2 | $83.7K | Hold |
2,771
| – | – | ﹤0.01% | 2423 |
|
|
2023
Q1 | $88.4K | Buy |
2,771
+232
| +9% | +$7.4K | ﹤0.01% | 2353 |
|
|
2022
Q4 | $75.9K | Buy |
2,539
+1,159
| +84% | +$34.7K | ﹤0.01% | 2438 |
|
|
2022
Q3 | $34K | Hold |
1,380
| – | – | ﹤0.01% | 2697 |
|
|
2022
Q2 | $32K | Hold |
1,380
| – | – | ﹤0.01% | 2706 |
|
|
2022
Q1 | $38K | Hold |
1,380
| – | – | ﹤0.01% | 2582 |
|
|
2021
Q4 | $42K | Hold |
1,380
| – | – | ﹤0.01% | 2778 |
|
|
2021
Q3 | $47K | Hold |
1,380
| – | – | ﹤0.01% | 2630 |
|
|
2021
Q2 | $59K | Hold |
1,380
| – | – | ﹤0.01% | 2415 |
|
|
2021
Q1 | $51K | Hold |
1,380
| – | – | ﹤0.01% | 2381 |
|
|
2020
Q4 | $38K | Hold |
1,380
| – | – | ﹤0.01% | 2500 |
|
|
2020
Q3 | $29K | Hold |
1,380
| – | – | ﹤0.01% | 2412 |
|
|
2020
Q2 | $22K | Hold |
1,380
| – | – | ﹤0.01% | 2441 |
|
|
2020
Q1 | $16K | Hold |
1,380
| – | – | ﹤0.01% | 2393 |
|
|
2019
Q4 | $28K | Hold |
1,380
| – | – | ﹤0.01% | 2408 |
|
|
2019
Q3 | $28K | Hold |
1,380
| – | – | ﹤0.01% | 2334 |
|
|
2019
Q2 | $24K | Hold |
1,380
| – | – | ﹤0.01% | 2416 |
|
|
2019
Q1 | $30K | Hold |
1,380
| – | – | ﹤0.01% | 2272 |
|
|
2018
Q4 | $26K | Hold |
1,380
| – | – | ﹤0.01% | 2361 |
|
|
2018
Q3 | $30K | Hold |
1,380
| – | – | ﹤0.01% | 2367 |
|
|
2018
Q2 | $30K | Hold |
1,380
| – | – | ﹤0.01% | 2340 |
|
|
2018
Q1 | $28K | Hold |
1,380
| – | – | ﹤0.01% | 2324 |
|
|
2017
Q4 | $31K | Buy |
1,380
+891
| +182% | +$20K | ﹤0.01% | 2278 |
|
|
2017
Q3 | $13K | Hold |
489
| – | – | ﹤0.01% | 2370 |
|
|
2017
Q2 | $12K | Hold |
489
| – | – | ﹤0.01% | 2389 |
|
|
2017
Q1 | $12K | Hold |
489
| – | – | ﹤0.01% | 2443 |
|
|
2016
Q4 | $12K | Sell |
489
-4,485
| -90% | -$110K | ﹤0.01% | 2403 |
|
|
2016
Q3 | $100K | Buy |
4,974
+4,485
| +917% | +$90.2K | ﹤0.01% | 1261 |
|
|
2016
Q2 | $9K | Hold |
489
| – | – | ﹤0.01% | 2402 |
|
|
2016
Q1 | $10K | Hold |
489
| – | – | ﹤0.01% | 2360 |
|
|
2015
Q4 | $10K | Hold |
489
| – | – | ﹤0.01% | 2369 |
|
|
2015
Q3 | $11K | Buy |
+489
| New | +$11K | ﹤0.01% | 1894 |
|