CAZ Investments’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $120K | Hold |
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|
2025
Q2 | $101K | Hold |
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|
2025
Q1 | $90K | Hold |
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|
2024
Q4 | $97K | Sell |
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|
2024
Q3 | $258K | Buy |
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|
2024
Q2 | $156K | Hold |
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|
2024
Q1 | $137K | Hold |
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|
2023
Q4 | $117K | Hold |
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|
2023
Q3 | $123K | Hold |
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|
2023
Q2 | $140K | Hold |
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|
2023
Q1 | $131K | Sell |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | $135K | Hold |
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|
2022
Q2 | $172K | Buy |
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|
2022
Q1 | $108K | Buy |
|