Heritage Wealth Advisors’s Hanover Insurance THG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $73K | Sell |
430
-500
| -54% | -$84.9K | ﹤0.01% | 269 |
|
2025
Q1 | $162K | Sell |
930
-550
| -37% | -$95.7K | 0.01% | 214 |
|
2024
Q4 | $229K | Hold |
1,480
| – | – | 0.01% | 190 |
|
2024
Q3 | $219K | Hold |
1,480
| – | – | 0.01% | 205 |
|
2024
Q2 | $186K | Sell |
1,480
-202
| -12% | -$25.3K | 0.01% | 206 |
|
2024
Q1 | $229K | Sell |
1,682
-248
| -13% | -$33.8K | 0.01% | 202 |
|
2023
Q4 | $234K | Hold |
1,930
| – | – | 0.01% | 201 |
|
2023
Q3 | $214K | Hold |
1,930
| – | – | 0.01% | 195 |
|
2023
Q2 | $218K | Hold |
1,930
| – | – | 0.01% | 198 |
|
2023
Q1 | $248K | Hold |
1,930
| – | – | 0.01% | 186 |
|
2022
Q4 | $261K | Hold |
1,930
| – | – | 0.02% | 185 |
|
2022
Q3 | $247K | Hold |
1,930
| – | – | 0.02% | 179 |
|
2022
Q2 | $282K | Buy |
1,930
+1,480
| +329% | +$216K | 0.02% | 164 |
|
2022
Q1 | $67K | Hold |
450
| – | – | ﹤0.01% | 285 |
|
2021
Q4 | $59K | Hold |
450
| – | – | ﹤0.01% | 316 |
|
2021
Q3 | $58.3K | Hold |
450
| – | – | ﹤0.01% | 308 |
|
2021
Q2 | $61K | Hold |
450
| – | – | ﹤0.01% | 308 |
|
2021
Q1 | $58.3K | Hold |
450
| – | – | ﹤0.01% | 318 |
|
2020
Q4 | $53K | Hold |
450
| – | – | ﹤0.01% | 319 |
|
2020
Q3 | $41.9K | Hold |
450
| – | – | 0.01% | 282 |
|
2020
Q2 | $45.6K | Hold |
450
| – | – | 0.01% | 260 |
|
2020
Q1 | $40.8K | Hold |
450
| – | – | 0.01% | 261 |
|
2019
Q4 | $61.5K | Hold |
450
| – | – | 0.01% | 284 |
|
2019
Q3 | $60K | Hold |
450
| – | – | 0.01% | 257 |
|
2019
Q2 | $57.7K | Hold |
450
| – | – | 0.01% | 235 |
|
2019
Q1 | $51.4K | Hold |
450
| – | – | 0.01% | 226 |
|
2018
Q4 | $52K | Hold |
450
| – | – | 0.01% | 194 |
|
2018
Q3 | $55K | Buy |
+450
| New | +$55K | 0.01% | 193 |
|