HFM
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Hartford Financial Management’s Visa V Stock Holding History

Hartford Financial Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.98M Sell
11,205
-3,704
-25% -$1.32M 1.09% 28
2025
Q1 		$5.22M Sell
14,909
-375
-2% -$131K 1.08% 30
2024
Q4 		$4.83M Sell
15,284
-421
-3% -$133K 0.99% 33
2024
Q3 		$4.32M Buy
15,705
+591
+4% +$162K 0.88% 38
2024
Q2 		$3.97M Sell
15,114
-223
-1% -$58.5K 0.85% 39
2024
Q1 		$4.28M Sell
15,337
-117
-0.8% -$32.7K 0.9% 36
2023
Q4 		$4.02M Sell
15,454
-230
-1% -$59.9K 0.91% 33
2023
Q3 		$3.61M Sell
15,684
-295
-2% -$67.9K 0.92% 35
2023
Q2 		$3.79M Sell
15,979
-1,965
-11% -$467K 0.94% 33
2023
Q1 		$4.05M Sell
17,944
-838
-4% -$189K 1.05% 31
2022
Q4 		$3.9M Sell
18,782
-537
-3% -$112K 1.03% 33
2022
Q3 		$3.43M Buy
19,319
+44
+0.2% +$7.82K 1.01% 32
2022
Q2 		$3.8M Sell
19,275
-26
-0.1% -$5.12K 1.05% 31
2022
Q1 		$4.28M Buy
19,301
+64
+0.3% +$14.2K 1.03% 33
2021
Q4 		$4.17M Buy
19,237
+314
+2% +$68K 0.97% 31
2021
Q3 		$4.22M Sell
18,923
-240
-1% -$53.5K 1.07% 27
2021
Q2 		$4.48M Buy
19,163
+207
+1% +$48.4K 1.11% 26
2021
Q1 		$4.01M Buy
18,956
+413
+2% +$87.5K 1% 34
2020
Q4 		$4.06M Buy
18,543
+4
+0% +$875 1.07% 30
2020
Q3 		$3.71M Buy
18,539
+254
+1% +$50.8K 1.1% 29
2020
Q2 		$3.53M Buy
18,285
+4,885
+36% +$944K 1.13% 26
2020
Q1 		$2.16M Sell
13,400
-2,486
-16% -$401K 0.86% 39
2019
Q4 		$2.99M Buy
15,886
+728
+5% +$137K 0.93% 36
2019
Q3 		$2.61M Buy
15,158
+3,108
+26% +$535K 0.87% 38
2019
Q2 		$2.09M Buy
12,050
+423
+4% +$73.4K 0.7% 48
2019
Q1 		$1.82M Buy
11,627
+1,508
+15% +$236K 0.62% 58
2018
Q4 		$1.34M Buy
10,119
+1,781
+21% +$235K 0.51% 68
2018
Q3 		$1.25M Buy
8,338
+258
+3% +$38.7K 0.42% 81
2018
Q2 		$1.07M Sell
8,080
-48
-0.6% -$6.36K 0.38% 86
2018
Q1 		$972K Buy
8,128
+451
+6% +$53.9K 0.49% 58
2017
Q4 		$875K Buy
7,677
+101
+1% +$11.5K 0.43% 66
2017
Q3 		$797K Buy
7,576
+1,115
+17% +$117K 0.4% 68
2017
Q2 		$605K Buy
6,461
+351
+6% +$32.9K 0.27% 86
2017
Q1 		$542K Buy
6,110
+4,825
+375% +$428K 0.33% 77
2016
Q4 		$100K Buy
1,285
+420
+49% +$32.7K 0.06% 140
2016
Q3 		$71K Buy
865
+520
+151% +$42.7K 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% +$4.17K 0.02% 168
2015
Q2 		$19K Buy
+285
New +$19K 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 +$5K ﹤0.01% 235