Glassman Wealth Services’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,387
| Closed | -$111K | – | 893 |
|
|
2023
Q4 | $111K | Hold |
1,387
| – | – | 0.02% | 277 |
|
|
2023
Q3 | $98.4K | Buy |
1,387
+36
| +3% | +$2.61K | 0.02% | 282 |
|
|
2023
Q2 | $97.3K | Buy |
1,351
+1,029
| +320% | +$72.3K | 0.02% | 266 |
|
|
2023
Q1 | $22.4K | Buy |
322
+1
| +0.3% | +$74 | ﹤0.01% | 615 |
|
|
2022
Q4 | $24.3K | Sell |
321
-7
| -2% | -$504 | ﹤0.01% | 615 |
|
|
2022
Q3 | $20K | Buy |
328
+5
| +2% | +$325 | ﹤0.01% | 615 |
|
|
2022
Q2 | $21K | Hold |
323
| – | – | ﹤0.01% | 605 |
|
|
2022
Q1 | $23K | Buy |
323
+19
| +6% | +$1.34K | ﹤0.01% | 606 |
|
|
2021
Q4 | $21K | Buy |
304
+40
| +15% | +$2.82K | ﹤0.01% | 596 |
|
|
2021
Q3 | $19K | Buy |
264
+21
| +9% | +$1.39K | ﹤0.01% | 592 |
|
|
2021
Q2 | $15K | Buy |
243
+27
| +13% | +$1.77K | ﹤0.01% | 650 |
|
|
2021
Q1 | $14K | Buy |
216
+19
| +10% | +$1.03K | ﹤0.01% | 627 |
|
|
2020
Q4 | $10K | Buy |
197
+4
| +2% | +$173 | ﹤0.01% | 713 |
|
|
2020
Q3 | $7K | Hold |
193
| – | – | ﹤0.01% | 698 |
|
|
2020
Q2 | $7K | Sell |
193
-19
| -9% | -$724 | ﹤0.01% | 554 |
|
|
2020
Q1 | $7K | Sell |
212
-88
| -29% | -$4.58K | ﹤0.01% | 476 |
|
|
2019
Q4 | $18K | Hold |
300
| – | – | 0.01% | 392 |
|
|
2019
Q3 | $18K | Hold |
300
| – | – | 0.01% | 368 |
|
|
2019
Q2 | $17K | Buy |
300
+12
| +4% | +$634 | 0.01% | 385 |
|
|
2019
Q1 | $14K | Buy |
288
+84
| +41% | +$3.99K | 0.01% | 408 |
|
|
2018
Q4 | $9K | Buy |
204
+23
| +13% | +$1.03K | ﹤0.01% | 366 |
|
|
2018
Q3 | $9K | Hold |
181
| – | – | ﹤0.01% | 404 |
|
|
2018
Q2 | $9K | Buy |
181
+5
| +3% | +$262 | ﹤0.01% | 378 |
|
|
2018
Q1 | $9K | Hold |
176
| – | – | 0.01% | 366 |
|
|
2017
Q4 | $10K | Hold |
176
| – | – | 0.01% | 328 |
|
|
2017
Q3 | $10K | Sell |
176
-84
| -32% | -$4.57K | 0.01% | 297 |
|
|
2017
Q2 | $14K | Hold |
260
| – | – | 0.01% | 272 |
|
|
2017
Q1 | $12K | Hold |
260
| – | – | 0.01% | 327 |
|
|
2016
Q4 | $12K | Hold |
260
| – | – | 0.01% | 337 |
|
|
2016
Q3 | $11K | Buy |
260
+10
| +4% | +$419 | 0.01% | 287 |
|
|
2016
Q2 | $11K | Hold |
250
| – | – | 0.01% | 313 |
|
|
2016
Q1 | $12K | Hold |
250
| – | – | 0.01% | 286 |
|
|
2015
Q4 | $11K | Hold |
250
| – | – | 0.01% | 302 |
|
|
2015
Q3 | $11K | Hold |
250
| – | – | 0.01% | 294 |
|
|
2015
Q2 | $10K | Hold |
250
| – | – | 0.01% | 321 |
|
|
2015
Q1 | $10K | Hold |
250
| – | – | 0.01% | 330 |
|
|
2014
Q4 | $10K | Buy |
+250
| New | +$9.89K | 0.01% | 364 |
|
Other funds holding HIG
Glassman Wealth Services's HIG Position: Q1 2024 in Review
Glassman Wealth Services sold out of Hartford Financial Services (HIG) in Q1 2024, closing a stake of 1,387 shares — an estimated $111K sold.
Glassman Wealth Services first reported a position in HIG in Q4 2014 and held it in 37 quarters. The position peaked at $111K in Q4 2023. 920 funds tracked by Wall St. Rank hold HIG as of Q1 2024.
- Glassman Wealth Services reported no remaining Hartford Financial Services position as of Q1 2024 after selling out during the quarter.
- Glassman Wealth Services sold 1,387 Hartford Financial Services shares in Q1 2024, an estimated $111K.
- Glassman Wealth Services first reported a position in Hartford Financial Services in Q4 2014 and held it in 37 quarters.
- Glassman Wealth Services's Hartford Financial Services position peaked at $111K in Q4 2023.
- 920 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2024.
Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.