Heritage Financial Corporation shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in Heritage Financial Corporation
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All positions including Heritage Financial Corporation held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $326k | 15k | 21.39 |
2023-09-30 | $248k | 15k | 16.31 |
2023-06-30 | $246k | 15k | 16.17 |
2023-03-31 | $317k | 15k | 21.40 |
2022-12-31 | $454k | 15k | 30.64 |
2022-09-30 | $392k | 15k | 26.44 |
2022-06-30 | $373k | 15k | 25.16 |
2022-03-31 | $372k | 15k | 25.09 |
2021-12-31 | $359k | 15k | 24.41 |
2021-09-30 | $378k | 15k | 25.49 |
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