Heritage Financial Corporation shares owned by Brian McDonald
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in Heritage Financial Corporation
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Quarterly reported holdings in Heritage Financial Corporation by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $329k | 14k | 24.19 |
| 2025-06-30 | $383k | 16k | 23.84 |
| 2025-03-31 | $391k | 16k | 24.33 |
| 2024-12-31 | $406k | 17k | 24.50 |
| 2024-09-30 | $371k | 17k | 21.77 |
| 2024-06-30 | $314k | 17k | 18.03 |
| 2024-03-31 | $373k | 19k | 19.39 |
| 2023-09-30 | $339k | 21k | 16.31 |
| 2022-12-31 | $627k | 21k | 30.18 |
| 2022-09-30 | $841k | 27k | 31.43 |
| 2022-06-30 | $792k | 30k | 26.52 |
| 2022-03-31 | $773k | 31k | 25.29 |
| 2021-12-31 | $799k | 31k | 25.69 |
| 2021-09-30 | $830k | 33k | 25.39 |
| 2021-06-30 | $820k | 34k | 24.36 |
| 2021-03-31 | $1.0M | 36k | 28.38 |
| 2020-12-31 | $969k | 38k | 25.62 |
| 2020-09-30 | $823k | 38k | 21.82 |
| 2020-06-30 | $783k | 38k | 20.62 |
| 2020-03-31 | $659k | 36k | 18.49 |
| 2019-12-31 | $911k | 34k | 26.47 |
| 2019-09-30 | $932k | 35k | 27.02 |
| 2019-06-30 | $3.3M | 113k | 28.77 |
| 2019-03-31 | $3.5M | 115k | 30.84 |
| 2018-12-31 | $3.6M | 114k | 31.30 |
| 2018-09-30 | $3.6M | 114k | 31.49 |
| 2018-06-30 | $2.9M | 83k | 34.85 |
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