Baldwin Wealth Partners’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6
| Closed | -$708 | – | 577 |
|
|
2024
Q3 | $708 | Buy |
+6
| New | +$658 | ﹤0.01% | 1020 |
|
|
2022
Q1 | – | Sell |
-104
| Closed | -$7K | – | 678 |
|
|
2021
Q4 | $7K | Sell |
104
-98
| -49% | -$6.91K | ﹤0.01% | 529 |
|
|
2021
Q3 | $14K | Hold |
202
| – | – | ﹤0.01% | 484 |
|
|
2021
Q2 | $13K | Hold |
202
| – | – | ﹤0.01% | 509 |
|
|
2021
Q1 | $13K | Hold |
202
| – | – | ﹤0.01% | 492 |
|
|
2020
Q4 | $10K | Hold |
202
| – | – | ﹤0.01% | 454 |
|
|
2020
Q3 | $7K | Hold |
202
| – | – | ﹤0.01% | 450 |
|
|
2020
Q2 | $8K | Hold |
202
| – | – | ﹤0.01% | 440 |
|
|
2020
Q1 | $7K | Hold |
202
| – | – | ﹤0.01% | 447 |
|
|
2019
Q4 | $12K | Hold |
202
| – | – | ﹤0.01% | 442 |
|
|
2019
Q3 | $12K | Hold |
202
| – | – | ﹤0.01% | 438 |
|
|
2019
Q2 | $11K | Hold |
202
| – | – | ﹤0.01% | 444 |
|
|
2019
Q1 | $10K | Hold |
202
| – | – | ﹤0.01% | 452 |
|
|
2018
Q4 | $9K | Hold |
202
| – | – | ﹤0.01% | 442 |
|
|
2018
Q3 | $10K | Hold |
202
| – | – | ﹤0.01% | 463 |
|
|
2018
Q2 | $10K | Hold |
202
| – | – | ﹤0.01% | 458 |
|
|
2018
Q1 | $10K | Hold |
202
| – | – | ﹤0.01% | 435 |
|
|
2017
Q4 | $11K | Buy |
202
+1
| +0.5% | +$56 | ﹤0.01% | 412 |
|
|
2017
Q3 | $11K | Sell |
201
-1
| -0.5% | -$54 | ﹤0.01% | 405 |
|
|
2017
Q2 | $11K | Buy |
202
+1
| +0.5% | +$50 | ﹤0.01% | 420 |
|
|
2017
Q1 | $10K | Sell |
201
-1
| -0.5% | -$48 | ﹤0.01% | 425 |
|
|
2016
Q4 | $10K | Hold |
202
| – | – | ﹤0.01% | 443 |
|
|
2016
Q3 | $9K | Sell |
202
-910
| -82% | -$38.1K | ﹤0.01% | 460 |
|
|
2016
Q2 | $49K | Sell |
1,112
-45,032
| -98% | -$2.01M | 0.01% | 271 |
|
|
2016
Q1 | $2.13M | Sell |
46,144
-2,410
| -5% | -$101K | 0.38% | 60 |
|
|
2015
Q4 | $2.11M | Buy |
48,554
+2,312
| +5% | +$106K | 0.34% | 68 |
|
|
2015
Q3 | $2.12M | Sell |
46,242
-243
| -0.5% | -$11.2K | 0.36% | 61 |
|
|
2015
Q2 | $1.93M | Buy |
46,485
+230
| +0.5% | +$9.6K | 0.29% | 77 |
|
|
2015
Q1 | $1.93M | Buy |
46,255
+154
| +0.3% | +$6.31K | 0.28% | 82 |
|
|
2014
Q4 | $1.92M | Buy |
46,101
+2,971
| +7% | +$118K | 0.28% | 82 |
|
|
2014
Q3 | $1.61M | Sell |
43,130
-14,880
| -26% | -$538K | 0.23% | 91 |
|
|
2014
Q2 | $2.08M | Buy |
58,010
+640
| +1% | +$22.5K | 0.31% | 71 |
|
|
2014
Q1 | $2.02M | Buy |
57,370
+542
| +1% | +$18.9K | 0.32% | 67 |
|
|
2013
Q4 | $2.06M | Sell |
56,828
-24
| -0% | -$826 | 0.33% | 76 |
|
|
2013
Q3 | $1.77M | Buy |
56,852
+23,671
| +71% | +$739K | 0.32% | 76 |
|
|
2013
Q2 | $1.03M | Buy |
+33,181
| New | +$957K | 0.2% | 111 |
|
Other funds holding HIG
Baldwin Wealth Partners's HIG Position: Q4 2024 in Review
Baldwin Wealth Partners sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 6 shares — an estimated $708 sold.
Baldwin Wealth Partners first reported a position in HIG in Q2 2013 and held it in 36 quarters. The position peaked at $2.13M in Q1 2016. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.
- Baldwin Wealth Partners reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
- Baldwin Wealth Partners sold 6 Hartford Financial Services shares in Q4 2024, an estimated $708.
- Baldwin Wealth Partners first reported a position in Hartford Financial Services in Q2 2013 and held it in 36 quarters.
- Baldwin Wealth Partners's Hartford Financial Services position peaked at $2.13M in Q1 2016.
- 1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.
Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.