Carson Wealth (CWM LLC)’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
15,849
+720
| +5% | +$91.4K | 0.01% | 949 |
|
|
2025
Q1 | $1.87M | Buy |
15,129
+284
| +2% | +$35.1K | 0.01% | 849 |
|
|
2024
Q4 | $1.62M | Sell |
14,845
-203
| -1% | -$22.2K | 0.01% | 864 |
|
|
2024
Q3 | $1.77M | Buy |
15,048
+1,106
| +8% | +$130K | 0.01% | 757 |
|
|
2024
Q2 | $1.4M | Buy |
13,942
+1,698
| +14% | +$171K | 0.01% | 750 |
|
|
2024
Q1 | $1.26M | Buy |
12,244
+921
| +8% | +$94.9K | 0.01% | 768 |
|
|
2023
Q4 | $910K | Buy |
11,323
+2,174
| +24% | +$175K | ﹤0.01% | 845 |
|
|
2023
Q3 | $649K | Buy |
9,149
+639
| +8% | +$45.3K | ﹤0.01% | 892 |
|
|
2023
Q2 | $613K | Buy |
8,510
+11
| +0.1% | +$792 | ﹤0.01% | 872 |
|
|
2023
Q1 | $592K | Buy |
8,499
+499
| +6% | +$34.8K | ﹤0.01% | 835 |
|
|
2022
Q4 | $607K | Buy |
8,000
+4,034
| +102% | +$306K | ﹤0.01% | 745 |
|
|
2022
Q3 | $246K | Sell |
3,966
-2,146
| -35% | -$133K | ﹤0.01% | 973 |
|
|
2022
Q2 | $400K | Buy |
6,112
+1,842
| +43% | +$121K | ﹤0.01% | 797 |
|
|
2022
Q1 | $307K | Buy |
4,270
+1,055
| +33% | +$75.9K | ﹤0.01% | 872 |
|
|
2021
Q4 | $222K | Buy |
+3,215
| New | +$222K | ﹤0.01% | 979 |
|
|
2021
Q2 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 849 |
|
|
2021
Q1 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 849 |
|
|
2020
Q4 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 849 |
|
|
2020
Q3 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 849 |
|
|
2020
Q2 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 849 |
|
|
2020
Q1 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 849 |
|
|
2019
Q4 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 849 |
|
|
2019
Q3 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 849 |
|
|
2019
Q2 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 849 |
|
|
2019
Q1 | $232K | Buy |
3,751
+3,479
| +1,279% | +$215K | ﹤0.01% | 849 |
|
|
2018
Q4 | $12K | Buy |
272
+18
| +7% | +$794 | ﹤0.01% | 1265 |
|
|
2018
Q3 | $13K | Sell |
254
-75
| -23% | -$3.84K | ﹤0.01% | 1079 |
|
|
2018
Q2 | $17K | Sell |
329
-13
| -4% | -$672 | ﹤0.01% | 865 |
|
|
2018
Q1 | $18K | Buy |
342
+78
| +30% | +$4.11K | ﹤0.01% | 725 |
|
|
2017
Q4 | $15K | Sell |
264
-57
| -18% | -$3.24K | ﹤0.01% | 770 |
|
|
2017
Q3 | $18K | Buy |
321
+15
| +5% | +$841 | ﹤0.01% | 724 |
|
|
2017
Q2 | $16K | Hold |
306
| – | – | ﹤0.01% | 681 |
|
|
2017
Q1 | $15K | Sell |
306
-353
| -54% | -$17.3K | ﹤0.01% | 665 |
|
|
2016
Q4 | $31K | Buy |
659
+209
| +46% | +$9.83K | ﹤0.01% | 512 |
|
|
2016
Q3 | $19K | Buy |
+450
| New | +$19K | ﹤0.01% | 554 |
|