MSWM
McGlone Suttner 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 | $723K | Buy |
5,699
+167
| +3% | +$21.2K | 0.11% | 92 |
|
|
2025
Q1 | $684K | Buy |
5,532
+293
| +6% | +$36.3K | 0.11% | 89 |
|
|
2024
Q4 | $573K | Buy |
5,239
+108
| +2% | +$11.8K | 0.1% | 92 |
|
|
2024
Q3 | $603K | Buy |
5,131
+1,966
| +62% | +$231K | 0.13% | 91 |
|
|
2024
Q2 | $254K | Sell |
3,165
-1,203
| -28% | -$96.7K | 0.05% | 132 |
|
|
2024
Q1 | $450K | Buy |
4,368
+1,203
| +38% | +$124K | 0.08% | 101 |
|
|
2023
Q4 | $254K | Buy |
3,165
+331
| +12% | +$26.6K | 0.05% | 132 |
|
|
2023
Q3 | $201K | Buy |
+2,834
| New | +$201K | 0.05% | 134 |
|