Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.07M | Sell |
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|
2025
Q2 | $2.01M | Buy |
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|
2025
Q1 | $1.87M | Buy |
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|
2024
Q4 | $1.62M | Sell |
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|
2024
Q3 | $1.77M | Buy |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $910K | Buy |
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|
2023
Q3 | $649K | Buy |
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|
2023
Q2 | $613K | Buy |
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|
2023
Q1 | $592K | Buy |
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|
2022
Q4 | $607K | Buy |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $222K | Buy |
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|
2021
Q2 | $232K | Hold |
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|
2021
Q1 | $232K | Hold |
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|
2020
Q4 | $232K | Hold |
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|
2020
Q3 | $232K | Hold |
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|
2020
Q2 | $232K | Hold |
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|
2020
Q1 | $232K | Hold |
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|
2019
Q4 | $232K | Hold |
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|
2019
Q3 | $232K | Hold |
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|
2019
Q2 | $232K | Hold |
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|
2019
Q1 | $232K | Buy |
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|
2018
Q4 | $12K | Buy |
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|
2018
Q3 | $13K | Sell |
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|
2018
Q2 | $17K | Sell |
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|
2018
Q1 | $18K | Buy |
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|
2017
Q4 | $15K | Sell |
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|
2017
Q3 | $18K | Buy |
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|
2017
Q2 | $16K | Hold |
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|
2017
Q1 | $15K | Sell |
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|
2016
Q4 | $31K | Buy |
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|
2016
Q3 | $19K | Buy |
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