CWM
Connecticut Wealth Management’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
7,968
-169
| -2% | -$21.4K | 0.05% | 147 |
|
|
2025
Q1 | $1.01M | Sell |
8,137
-1,518
| -16% | -$188K | 0.05% | 148 |
|
|
2024
Q4 | $1.06M | Sell |
9,655
-2,090
| -18% | -$229K | 0.05% | 127 |
|
|
2024
Q3 | $1.38M | Sell |
11,745
-672
| -5% | -$79K | 0.07% | 125 |
|
|
2024
Q2 | $1.25M | Buy |
12,417
+3,229
| +35% | +$325K | 0.06% | 131 |
|
|
2024
Q1 | $947K | Sell |
9,188
-1,566
| -15% | -$161K | 0.05% | 153 |
|
|
2023
Q4 | $864K | Hold |
10,754
| – | – | 0.05% | 158 |
|
|
2023
Q3 | $763K | Buy |
10,754
+2,193
| +26% | +$156K | 0.05% | 132 |
|
|
2023
Q2 | $617K | Sell |
8,561
-762
| -8% | -$54.9K | 0.04% | 133 |
|
|
2023
Q1 | $650K | Sell |
9,323
-512
| -5% | -$35.7K | 0.05% | 118 |
|
|
2022
Q4 | $746K | Buy |
9,835
+109
| +1% | +$8.27K | 0.06% | 99 |
|
|
2022
Q3 | $602K | Sell |
9,726
-3,274
| -25% | -$203K | 0.06% | 102 |
|
|
2022
Q2 | $851K | Buy |
13,000
+7,309
| +128% | +$478K | 0.07% | 92 |
|
|
2022
Q1 | $409K | Buy |
5,691
+14
| +0.2% | +$1.01K | 0.03% | 131 |
|
|
2021
Q4 | $392K | Sell |
5,677
-131
| -2% | -$9.05K | 0.03% | 137 |
|
|
2021
Q3 | $408K | Buy |
+5,808
| New | +$408K | 0.04% | 129 |
|
|
2021
Q1 | – | Sell |
-4,852
| Closed | -$238K | – | 183 |
|
|
2020
Q4 | $238K | Buy |
+4,852
| New | +$238K | 0.03% | 164 |
|
|
2020
Q3 | – | Sell |
-7,615
| Closed | -$294K | – | 204 |
|
|
2020
Q2 | $294K | Buy |
7,615
+26
| +0.3% | +$1K | 0.04% | 114 |
|
|
2020
Q1 | $267K | Buy |
7,589
+2,156
| +40% | +$75.9K | 0.04% | 122 |
|
|
2019
Q4 | $330K | Buy |
5,433
+13
| +0.2% | +$790 | 0.04% | 136 |
|
|
2019
Q3 | $329K | Sell |
5,420
-534
| -9% | -$32.4K | 0.04% | 125 |
|
|
2019
Q2 | $332K | Buy |
5,954
+19
| +0.3% | +$1.06K | 0.04% | 119 |
|
|
2019
Q1 | $295K | Buy |
5,935
+21
| +0.4% | +$1.04K | 0.1% | 61 |
|
|
2018
Q4 | $263K | Sell |
5,914
-398
| -6% | -$17.7K | 0.11% | 63 |
|
|
2018
Q3 | $312K | Hold |
6,312
| – | – | 0.14% | 59 |
|
|
2018
Q2 | $324K | Hold |
6,312
| – | – | 0.16% | 52 |
|
|
2018
Q1 | $319K | Buy |
+6,312
| New | +$319K | 0.18% | 47 |
|
|
2017
Q4 | – | Sell |
-3,792
| Closed | -$211K | – | 63 |
|
|
2017
Q3 | $211K | Sell |
3,792
-250
| -6% | -$13.9K | 0.12% | 63 |
|
|
2017
Q2 | $214K | Buy |
+4,042
| New | +$214K | 0.13% | 60 |
|