IFWM
Institute for Wealth Management’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Sell |
28,081
-853
| -3% | -$108K | 0.4% | 48 |
|
|
2025
Q1 | $3.58M | Sell |
28,934
-1,007
| -3% | -$125K | 0.46% | 43 |
|
|
2024
Q4 | $3.28M | Sell |
29,941
-129
| -0.4% | -$14.1K | 0.41% | 48 |
|
|
2024
Q3 | $3.54M | Sell |
30,070
-168
| -0.6% | -$19.8K | 0.45% | 41 |
|
|
2024
Q2 | $3.04M | Sell |
30,238
-439
| -1% | -$44.1K | 0.41% | 46 |
|
|
2024
Q1 | $3.16M | Buy |
30,677
+1,093
| +4% | +$113K | 0.41% | 43 |
|
|
2023
Q4 | $2.38M | Sell |
29,584
-56
| -0.2% | -$4.5K | 0.39% | 53 |
|
|
2023
Q3 | $2.1M | Sell |
29,640
-229
| -0.8% | -$16.2K | 0.38% | 60 |
|
|
2023
Q2 | $2.15M | Sell |
29,869
-67
| -0.2% | -$4.83K | 0.36% | 61 |
|
|
2023
Q1 | $2.09M | Sell |
29,936
-107
| -0.4% | -$7.46K | 0.4% | 60 |
|
|
2022
Q4 | $2.28M | Sell |
30,043
-371
| -1% | -$28.1K | 0.48% | 46 |
|
|
2022
Q3 | $1.88M | Buy |
30,414
+7
| +0% | +$434 | 0.42% | 54 |
|
|
2022
Q2 | $1.99M | Sell |
30,407
-97
| -0.3% | -$6.35K | 0.39% | 55 |
|
|
2022
Q1 | $2.19M | Sell |
30,504
-181
| -0.6% | -$13K | 0.35% | 65 |
|
|
2021
Q4 | $2.12M | Hold |
30,685
| – | – | 0.35% | 68 |
|
|
2021
Q3 | $2.16M | Sell |
30,685
-100
| -0.3% | -$7.03K | 0.38% | 63 |
|
|
2021
Q2 | $1.91M | Sell |
30,785
-199
| -0.6% | -$12.3K | 0.34% | 72 |
|
|
2021
Q1 | $2.07M | Buy |
30,984
+67
| +0.2% | +$4.47K | 0.39% | 63 |
|
|
2020
Q4 | $1.51M | Sell |
30,917
-2,598
| -8% | -$127K | 0.3% | 84 |
|
|
2020
Q3 | $1.24M | Buy |
33,515
+217
| +0.7% | +$8K | 0.28% | 89 |
|
|
2020
Q2 | $1.28M | Buy |
33,298
+303
| +0.9% | +$11.7K | 0.31% | 87 |
|
|
2020
Q1 | $1.16M | Sell |
32,995
-3,977
| -11% | -$140K | 0.36% | 68 |
|
|
2019
Q4 | $2.25M | Buy |
36,972
+33
| +0.1% | +$2.01K | 0.51% | 37 |
|
|
2019
Q3 | $2.24M | Sell |
36,939
-187
| -0.5% | -$11.3K | 0.56% | 36 |
|
|
2019
Q2 | $2.07M | Buy |
37,126
+631
| +2% | +$35.2K | 0.46% | 50 |
|
|
2019
Q1 | $1.82M | Buy |
+36,495
| New | +$1.82M | 0.39% | 54 |
|
|
2018
Q4 | – | Sell |
-35,537
| Closed | -$1.76M | – | 293 |
|
|
2018
Q3 | $1.76M | Sell |
35,537
-122
| -0.3% | -$6.04K | 0.59% | 50 |
|
|
2018
Q2 | $1.82M | Buy |
35,659
+900
| +3% | +$45.9K | 0.58% | 51 |
|
|
2018
Q1 | $1.86M | Buy |
34,759
+2,044
| +6% | +$110K | 0.55% | 51 |
|
|
2017
Q4 | $1.85M | Buy |
32,715
+1,281
| +4% | +$72.5K | 0.43% | 61 |
|
|
2017
Q3 | $1.75M | Buy |
+31,434
| New | +$1.75M | 0.57% | 50 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 51 |
|