Fidelity Investments’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263 | Hold |
26
| – | – | ﹤0.01% | 5079 |
|
|
2025
Q1 | $235 | Sell |
26
-620
| -96% | -$5.6K | ﹤0.01% | 5071 |
|
|
2024
Q4 | $6.23K | Sell |
646
-6,080
| -90% | -$58.7K | ﹤0.01% | 4606 |
|
|
2024
Q3 | $68.4K | Buy |
6,726
+6,700
| +25,769% | +$68.1K | ﹤0.01% | 3643 |
|
|
2024
Q2 | $270 | Buy |
26
+3
| +13% | +$31 | ﹤0.01% | 4899 |
|
|
2024
Q1 | $210 | Sell |
23
-1,300
| -98% | -$11.9K | ﹤0.01% | 4910 |
|
|
2023
Q4 | $10.3K | Buy |
1,323
+1,321
| +66,050% | +$10.3K | ﹤0.01% | 4227 |
|
|
2023
Q3 | $16 | Sell |
2
-191
| -99% | -$1.53K | ﹤0.01% | 5118 |
|
|
2023
Q2 | $1.81K | Buy |
+193
| New | +$1.81K | ﹤0.01% | 4617 |
|
|
2022
Q3 | – | Sell |
-500
| Closed | -$6K | – | 5118 |
|
|
2022
Q2 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 4258 |
|