Bank Julius Baer & Co’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 | $3.61M | Buy |
28,448
+22,834
| +407% | +$2.9M | 0.01% | 276 |
|
|
2025
Q1 | $785K | Buy |
5,614
+2,707
| +93% | +$379K | ﹤0.01% | 330 |
|
|
2024
Q4 | $351K | Sell |
2,907
-733
| -20% | -$88.5K | ﹤0.01% | 380 |
|
|
2024
Q3 | $508K | Buy |
3,640
+329
| +10% | +$45.9K | ﹤0.01% | 328 |
|
|
2024
Q2 | $371K | Sell |
3,311
-5
| -0.2% | -$560 | ﹤0.01% | 297 |
|
|
2024
Q1 | $342K | Sell |
3,316
-2
| -0.1% | -$206 | ﹤0.01% | 347 |
|
|
2023
Q4 | $267K | Sell |
3,318
-663
| -17% | -$53.3K | ﹤0.01% | 376 |
|
|
2023
Q3 | $282K | Buy |
3,981
+221
| +6% | +$15.7K | ﹤0.01% | 362 |
|
|
2023
Q2 | $271K | Buy |
3,760
+12
| +0.3% | +$865 | ﹤0.01% | 386 |
|
|
2023
Q1 | $261K | Buy |
3,748
+1,723
| +85% | +$120K | ﹤0.01% | 411 |
|
|
2022
Q4 | $154K | Buy |
2,025
+24
| +1% | +$1.83K | ﹤0.01% | 446 |
|
|
2022
Q3 | $124K | Buy |
2,001
+6
| +0.3% | +$372 | ﹤0.01% | 441 |
|
|
2022
Q2 | $131K | Buy |
+1,995
| New | +$131K | ﹤0.01% | 460 |
|
|
2020
Q2 | – | Sell |
-14,060
| Closed | -$496K | – | 706 |
|
|
2020
Q1 | $496K | Buy |
+14,060
| New | +$496K | 0.01% | 313 |
|