EWM
Empirical 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 | $1.53M | Sell |
12,036
-1,149
| -9% | -$146K | 0.03% | 261 |
|
|
2025
Q1 | $1.63M | Sell |
13,185
-25,063
| -66% | -$3.1M | 0.04% | 235 |
|
|
2024
Q4 | $4.18M | Buy |
38,248
+2,530
| +7% | +$277K | 0.11% | 125 |
|
|
2024
Q3 | $4.2M | Buy |
35,718
+3,132
| +10% | +$368K | 0.12% | 127 |
|
|
2024
Q2 | $3.28M | Buy |
32,586
+500
| +2% | +$50.3K | 0.1% | 133 |
|
|
2024
Q1 | $3.31M | Buy |
32,086
+2,516
| +9% | +$259K | 0.1% | 132 |
|
|
2023
Q4 | $2.38M | Buy |
29,570
+2,254
| +8% | +$181K | 0.08% | 152 |
|
|
2023
Q3 | $1.94M | Buy |
27,316
+3,247
| +13% | +$230K | 0.08% | 159 |
|
|
2023
Q2 | $1.73M | Buy |
24,069
+12,144
| +102% | +$875K | 0.07% | 172 |
|
|
2023
Q1 | $831K | Buy |
11,925
+1,280
| +12% | +$89.2K | 0.04% | 247 |
|
|
2022
Q4 | $807K | Buy |
10,645
+405
| +4% | +$30.7K | 0.04% | 239 |
|
|
2022
Q3 | $634K | Buy |
10,240
+3,346
| +49% | +$207K | 0.03% | 258 |
|
|
2022
Q2 | $451K | Buy |
+6,894
| New | +$451K | 0.02% | 315 |
|
|
2021
Q4 | – | Sell |
-3,927
| Closed | -$276K | – | 525 |
|
|
2021
Q3 | $276K | Sell |
3,927
-1,117
| -22% | -$78.5K | 0.02% | 391 |
|
|
2021
Q2 | $313K | Buy |
5,044
+1,711
| +51% | +$106K | 0.02% | 362 |
|
|
2021
Q1 | $223K | Buy |
+3,333
| New | +$223K | 0.02% | 356 |
|