Hartford Financial Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.3K | Hold |
75
| – | – | ﹤0.01% | 249 |
|
|
2025
Q4 | $21.8K | Hold |
75
| – | – | 0.01% | 236 |
|
|
2025
Q3 | $21.5K | Hold |
75
| – | – | 0.01% | 236 |
|
|
2025
Q2 | $33.5K | Hold |
75
| – | – | 0.01% | 214 |
|
|
2025
Q1 | $34.1K | Hold |
75
| – | – | 0.01% | 230 |
|
|
2024
Q4 | $36K | Hold |
75
| – | – | 0.01% | 232 |
|
|
2024
Q3 | $34.5K | Hold |
75
| – | – | 0.01% | 245 |
|
|
2024
Q2 | $30.6K | Hold |
75
| – | – | 0.01% | 252 |
|
|
2024
Q1 | $34.1K | Hold |
75
| – | – | 0.01% | 254 |
|
|
2023
Q4 | $35.8K | Hold |
75
| – | – | 0.01% | 239 |
|
|
2023
Q3 | $32.8K | Hold |
75
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $30K | Hold |
75
| – | – | 0.01% | 240 |
|
|
2023
Q1 | $31.1K | Hold |
75
| – | – | 0.01% | 237 |
|
|
2022
Q4 | $30.1K | Hold |
75
| – | – | 0.01% | 233 |
|
|
2022
Q3 | $30K | Hold |
75
| – | – | 0.01% | 231 |
|
|
2022
Q2 | $29K | Hold |
75
| – | – | 0.01% | 226 |
|
|
2022
Q1 | $33K | Hold |
75
| – | – | 0.01% | 233 |
|
|
2021
Q4 | $36K | Hold |
75
| – | – | 0.01% | 230 |
|
|
2021
Q3 | $30K | Hold |
75
| – | – | 0.01% | 233 |
|
|
2021
Q2 | $25K | Hold |
75
| – | – | 0.01% | 240 |
|
|
2021
Q1 | $23K | Hold |
75
| – | – | 0.01% | 243 |
|
|
2020
Q4 | $25K | Hold |
75
| – | – | 0.01% | 236 |
|
|
2020
Q3 | $25K | Hold |
75
| – | – | 0.01% | 227 |
|
|
2020
Q2 | $25K | Hold |
75
| – | – | 0.01% | 229 |
|
|
2020
Q1 | $20K | Hold |
75
| – | – | 0.01% | 234 |
|
|
2019
Q4 | $20K | Hold |
75
| – | – | 0.01% | 260 |
|
|
2019
Q3 | $18K | Hold |
75
| – | – | 0.01% | 267 |
|
|
2019
Q2 | $21K | Hold |
75
| – | – | 0.01% | 258 |
|
|
2019
Q1 | $19K | Hold |
75
| – | – | 0.01% | 266 |
|
|
2018
Q4 | $15K | Buy |
+75
| New | +$16.5K | 0.01% | 285 |
|
Other funds holding FDS
VCM
VPM
