Geller Advisors’s Hartford Financial Services HIG Stock Holding History

Geller Advisors’s Portfolio HIG Stock Details HIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$304K	Sell
2024 Q3	$336K	Buy
2024 Q2	$260K	Sell
2024 Q1	$266K	Sell
2023 Q4	$208K	Buy
2023 Q3	–	Sell
2023 Q2	$228K	Buy