Perigon Wealth Management’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $417K | Buy |
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|
2025
Q2 | $394K | Buy |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $318K | Buy |
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|
2024
Q3 | $314K | Sell |
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|
2024
Q2 | $323K | Sell |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $258K | Buy |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $221K | Buy |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $236K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $29K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Hold |
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|
2017
Q3 | $3K | Sell |
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|
2017
Q2 | $8K | Buy |
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