Compass Wealth Management’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $10.5K | Buy |
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|
2024
Q4 | $1.59K | Hold |
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|
2024
Q3 | $1.68K | Hold |
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|
2024
Q2 | $1.72K | Hold |
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|
2024
Q1 | $1.51K | Hold |
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|
2023
Q4 | $1.29K | Hold |
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|
2023
Q3 | $1.35K | Hold |
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|
2023
Q2 | $1.54K | Hold |
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|
2023
Q1 | $1.44K | Hold |
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|
2022
Q4 | $1.39K | Buy |
|