Accurate Wealth Management’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Buy |
6,378
+824
| +15% | +$100K | 0.12% | 185 |
|
|
2025
Q1 | $644K | Buy |
5,554
+1,193
| +27% | +$138K | 0.12% | 173 |
|
|
2024
Q4 | $464K | Buy |
4,361
+548
| +14% | +$58.3K | 0.09% | 211 |
|
|
2024
Q3 | $452K | Sell |
3,813
-31,551
| -89% | -$3.74M | 0.09% | 216 |
|
|
2024
Q2 | $3.63M | Sell |
35,364
-801
| -2% | -$82.2K | 0.87% | 25 |
|
|
2024
Q1 | $3.58M | Sell |
36,165
-254
| -0.7% | -$25.1K | 1.05% | 24 |
|
|
2023
Q4 | $3.02M | Buy |
+36,419
| New | +$3.02M | 0.94% | 23 |
|
|
2023
Q1 | – | Sell |
-714
| Closed | -$54.4K | – | 748 |
|
|
2022
Q4 | $54.4K | Buy |
+714
| New | +$54.4K | 0.02% | 434 |
|