HWMO
Heritage Wealth Management (Ohio)’s Cincinnati Financial CINF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Hold |
32,509
| – | – | 1.57% | 8 |
|
|
2025
Q1 | $4.8M | Sell |
32,509
-35
| -0.1% | -$5.17K | 1.63% | 9 |
|
|
2024
Q4 | $4.68M | Sell |
32,544
-125
| -0.4% | -$18K | 1.55% | 8 |
|
|
2024
Q3 | $4.45M | Sell |
32,669
-133
| -0.4% | -$18.1K | 1.46% | 10 |
|
|
2024
Q2 | $3.8M | Buy |
+32,802
| New | +$3.8M | 1.27% | 12 |
|