IWS
Insight Wealth Strategies’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
16,800
+2,166
| +15% | +$274K | 0.27% | 92 |
|
|
2025
Q1 | $1.81M | Buy |
14,634
+23
| +0.2% | +$2.85K | 0.24% | 98 |
|
|
2024
Q4 | $1.6M | Sell |
14,611
-477
| -3% | -$52.2K | 0.21% | 99 |
|
|
2024
Q3 | $1.77M | Buy |
15,088
+182
| +1% | +$21.4K | 0.23% | 104 |
|
|
2024
Q2 | $1.5M | Buy |
14,906
+130
| +0.9% | +$13.1K | 0.21% | 107 |
|
|
2024
Q1 | $1.52M | Sell |
14,776
-2,420
| -14% | -$249K | 0.22% | 111 |
|
|
2023
Q4 | $1.38M | Buy |
17,196
+735
| +4% | +$59.1K | 0.22% | 103 |
|
|
2023
Q3 | $1.17M | Buy |
16,461
+1,402
| +9% | +$99.4K | 0.23% | 96 |
|
|
2023
Q2 | $1.08M | Buy |
15,059
+41
| +0.3% | +$2.95K | 0.21% | 89 |
|
|
2023
Q1 | $1.05M | Sell |
15,018
-1,118
| -7% | -$77.9K | 0.21% | 91 |
|
|
2022
Q4 | $1.22M | Buy |
16,136
+448
| +3% | +$34K | 0.24% | 77 |
|
|
2022
Q3 | $1.03M | Hold |
15,688
| – | – | 0.19% | 94 |
|
|
2022
Q2 | $1.03M | Sell |
15,688
-232
| -1% | -$15.2K | 0.19% | 94 |
|
|
2022
Q1 | $1.14M | Buy |
15,920
+2,005
| +14% | +$144K | 0.17% | 97 |
|
|
2021
Q4 | $961K | Buy |
13,915
+2,889
| +26% | +$200K | 0.14% | 98 |
|
|
2021
Q3 | $775K | Buy |
11,026
+548
| +5% | +$38.5K | 0.11% | 122 |
|
|
2021
Q2 | $649K | Sell |
10,478
-6,193
| -37% | -$384K | 0.09% | 131 |
|
|
2021
Q1 | $1.11M | Buy |
16,671
+7,633
| +84% | +$510K | 0.15% | 93 |
|
|
2020
Q4 | $443K | Buy |
9,038
+220
| +2% | +$10.8K | 0.08% | 121 |
|
|
2020
Q3 | $325K | Buy |
+8,818
| New | +$325K | 0.06% | 135 |
|
|
2020
Q1 | – | Sell |
-6,099
| Closed | -$371K | – | 173 |
|
|
2019
Q4 | $371K | Buy |
6,099
+28
| +0.5% | +$1.7K | 0.08% | 156 |
|
|
2019
Q3 | $368K | Buy |
+6,071
| New | +$368K | 0.09% | 142 |
|