EWM
Evercore 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 | $281K | Hold |
2,213
| – | – | ﹤0.01% | 344 |
|
|
2025
Q1 | $274K | Hold |
2,213
| – | – | ﹤0.01% | 345 |
|
|
2024
Q4 | $242K | Hold |
2,213
| – | – | ﹤0.01% | 374 |
|
|
2024
Q3 | $260K | Hold |
2,213
| – | – | ﹤0.01% | 362 |
|
|
2024
Q2 | $222K | Hold |
2,213
| – | – | ﹤0.01% | 379 |
|
|
2024
Q1 | $228K | Buy |
+2,213
| New | +$228K | ﹤0.01% | 385 |
|
|
2018
Q1 | – | Sell |
-3,136
| Closed | -$176K | – | 533 |
|
|
2017
Q4 | $176K | Hold |
3,136
| – | – | 0.01% | 381 |
|
|
2017
Q3 | $174K | Hold |
3,136
| – | – | 0.01% | 385 |
|
|
2017
Q2 | $165K | Hold |
3,136
| – | – | 0.01% | 389 |
|
|
2017
Q1 | $151K | Sell |
3,136
-31
| -1% | -$1.49K | 0.01% | 415 |
|
|
2016
Q4 | $151K | Sell |
3,167
-2,176
| -41% | -$104K | 0.01% | 423 |
|
|
2016
Q3 | $228K | Sell |
5,343
-6
| -0.1% | -$256 | 0.01% | 350 |
|
|
2016
Q2 | $238K | Buy |
5,349
+108
| +2% | +$4.81K | 0.01% | 330 |
|
|
2016
Q1 | $242K | Buy |
5,241
+540
| +11% | +$24.9K | 0.01% | 323 |
|
|
2015
Q4 | $205K | Buy |
4,701
+2,974
| +172% | +$130K | 0.01% | 362 |
|
|
2015
Q3 | $80K | Buy |
1,727
+103
| +6% | +$4.77K | ﹤0.01% | 520 |
|
|
2015
Q2 | $68K | Hold |
1,624
| – | – | ﹤0.01% | 586 |
|
|
2015
Q1 | $68K | Sell |
1,624
-71
| -4% | -$2.97K | ﹤0.01% | 592 |
|
|
2014
Q4 | $71K | Buy |
1,695
+807
| +91% | +$33.8K | ﹤0.01% | 511 |
|
|
2014
Q3 | $34K | Buy |
888
+525
| +145% | +$20.1K | ﹤0.01% | 660 |
|
|
2014
Q2 | $13K | Buy |
+363
| New | +$13K | ﹤0.01% | 800 |
|
|
2013
Q4 | – | Sell |
-51
| Closed | -$2K | – | 907 |
|
|
2013
Q3 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 954 |
|