Hartford Financial Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.64M | Buy |
15,342
+1,382
| +10% | +$444K | 1.18% | 26 |
|
|
2025
Q4 | $4.9M | Buy |
13,960
+899
| +7% | +$306K | 1.27% | 21 |
|
|
2025
Q3 | $4.46M | Buy |
13,061
+1,856
| +17% | +$642K | 1.18% | 24 |
|
|
2025
Q2 | $3.98M | Sell |
11,205
-3,704
| -25% | -$1.29M | 1.09% | 28 |
|
|
2025
Q1 | $5.22M | Sell |
14,909
-375
| -2% | -$127K | 1.08% | 30 |
|
|
2024
Q4 | $4.83M | Sell |
15,284
-421
| -3% | -$127K | 0.99% | 33 |
|
|
2024
Q3 | $4.32M | Buy |
15,705
+591
| +4% | +$160K | 0.88% | 38 |
|
|
2024
Q2 | $3.97M | Sell |
15,114
-223
| -1% | -$61.1K | 0.85% | 39 |
|
|
2024
Q1 | $4.28M | Sell |
15,337
-117
| -0.8% | -$32.3K | 0.9% | 36 |
|
|
2023
Q4 | $4.02M | Sell |
15,454
-230
| -1% | -$56.7K | 0.91% | 33 |
|
|
2023
Q3 | $3.61M | Sell |
15,684
-295
| -2% | -$70.9K | 0.92% | 35 |
|
|
2023
Q2 | $3.79M | Sell |
15,979
-1,965
| -11% | -$450K | 0.94% | 33 |
|
|
2023
Q1 | $4.05M | Sell |
17,944
-838
| -4% | -$187K | 1.05% | 31 |
|
|
2022
Q4 | $3.9M | Sell |
18,782
-537
| -3% | -$108K | 1.03% | 33 |
|
|
2022
Q3 | $3.43M | Buy |
19,319
+44
| +0.2% | +$8.95K | 1.01% | 32 |
|
|
2022
Q2 | $3.79M | Sell |
19,275
-26
| -0.1% | -$5.37K | 1.05% | 31 |
|
|
2022
Q1 | $4.28M | Buy |
19,301
+64
| +0.3% | +$13.8K | 1.03% | 33 |
|
|
2021
Q4 | $4.17M | Buy |
19,237
+314
| +2% | +$67.4K | 0.97% | 31 |
|
|
2021
Q3 | $4.21M | Sell |
18,923
-240
| -1% | -$56.3K | 1.07% | 27 |
|
|
2021
Q2 | $4.48M | Buy |
19,163
+207
| +1% | +$47.3K | 1.11% | 26 |
|
|
2021
Q1 | $4.01M | Buy |
18,956
+413
| +2% | +$86.9K | 1% | 34 |
|
|
2020
Q4 | $4.06M | Buy |
18,543
+4
| +0% | +$819 | 1.07% | 30 |
|
|
2020
Q3 | $3.71M | Buy |
18,539
+254
| +1% | +$50.7K | 1.1% | 29 |
|
|
2020
Q2 | $3.53M | Buy |
18,285
+4,885
| +36% | +$892K | 1.13% | 26 |
|
|
2020
Q1 | $2.16M | Sell |
13,400
-2,486
| -16% | -$468K | 0.86% | 39 |
|
|
2019
Q4 | $2.98M | Buy |
15,886
+728
| +5% | +$131K | 0.93% | 36 |
|
|
2019
Q3 | $2.61M | Buy |
15,158
+3,108
| +26% | +$554K | 0.87% | 38 |
|
|
2019
Q2 | $2.09M | Buy |
12,050
+423
| +4% | +$69.3K | 0.7% | 48 |
|
|
2019
Q1 | $1.82M | Buy |
11,627
+1,508
| +15% | +$217K | 0.62% | 58 |
|
|
2018
Q4 | $1.33M | Buy |
10,119
+1,781
| +21% | +$246K | 0.51% | 68 |
|
|
2018
Q3 | $1.25M | Buy |
8,338
+258
| +3% | +$36.7K | 0.42% | 81 |
|
|
2018
Q2 | $1.07M | Sell |
8,080
-48
| -0.6% | -$6.18K | 0.38% | 86 |
|
|
2018
Q1 | $972K | Buy |
8,128
+451
| +6% | +$54.7K | 0.49% | 58 |
|
|
2017
Q4 | $875K | Buy |
7,677
+101
| +1% | +$11.2K | 0.43% | 66 |
|
|
2017
Q3 | $797K | Buy |
7,576
+1,115
| +17% | +$113K | 0.4% | 68 |
|
|
2017
Q2 | $605K | Buy |
6,461
+351
| +6% | +$32.6K | 0.27% | 86 |
|
|
2017
Q1 | $542K | Buy |
6,110
+4,825
| +375% | +$415K | 0.33% | 77 |
|
|
2016
Q4 | $100K | Buy |
1,285
+420
| +49% | +$33.8K | 0.06% | 140 |
|
|
2016
Q3 | $71K | Buy |
865
+520
| +151% | +$41.6K | 0.04% | 154 |
|
|
2016
Q2 | $25K | Hold |
345
| – | – | 0.02% | 176 |
|
|
2016
Q1 | $26K | Hold |
345
| – | – | 0.02% | 172 |
|
|
2015
Q4 | $26K | Hold |
345
| – | – | 0.02% | 172 |
|
|
2015
Q3 | $24K | Buy |
345
+60
| +21% | +$4.28K | 0.02% | 168 |
|
|
2015
Q2 | $19K | Buy |
+285
| New | +$19.3K | 0.01% | 193 |
|
|
2015
Q1 | – | Sell |
-120
| Closed | -$7K | – | 217 |
|
|
2014
Q4 | $7K | Hold |
120
| – | – | ﹤0.01% | 206 |
|
|
2014
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 240 |
|
|
2014
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 244 |
|
|
2014
Q1 | $6K | Hold |
120
| – | – | ﹤0.01% | 220 |
|
|
2013
Q4 | $6K | Hold |
120
| – | – | ﹤0.01% | 218 |
|
|
2013
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 234 |
|
|
2013
Q2 | $5K | Buy |
+120
| New | +$5.25K | ﹤0.01% | 235 |
|
Other funds holding V
VCM
VPM
