VWM
Venturi Wealth Management’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-529
| Closed | -$57.9K | – | 1122 |
|
|
2024
Q4 | $57.9K | Sell |
529
-58
| -10% | -$6.35K | ﹤0.01% | 974 |
|
|
2024
Q3 | $69K | Buy |
587
+16
| +3% | +$1.88K | ﹤0.01% | 669 |
|
|
2024
Q2 | $57.4K | Buy |
571
+513
| +884% | +$51.6K | ﹤0.01% | 630 |
|
|
2024
Q1 | $5.98K | Buy |
58
+4
| +7% | +$412 | ﹤0.01% | 1047 |
|
|
2023
Q4 | $4.34K | Buy |
54
+19
| +54% | +$1.53K | ﹤0.01% | 1060 |
|
|
2023
Q3 | $2.48K | Buy |
35
+26
| +289% | +$1.84K | ﹤0.01% | 1123 |
|
|
2023
Q2 | $649 | Buy |
+9
| New | +$649 | ﹤0.01% | 1055 |
|
|
2017
Q1 | – | Sell |
-122,726
| Closed | -$5.85M | – | 183 |
|
|
2016
Q4 | $5.85M | Buy |
122,726
+10,545
| +9% | +$502K | 1.64% | 26 |
|
|
2016
Q3 | $4.8M | Buy |
112,181
+1,430
| +1% | +$61.2K | 1.6% | 26 |
|
|
2016
Q2 | $4.92M | Buy |
110,751
+13,428
| +14% | +$596K | 1.67% | 23 |
|
|
2016
Q1 | $4.49M | Buy |
97,323
+19,828
| +26% | +$914K | 1.67% | 23 |
|
|
2015
Q4 | $3.37M | Buy |
+77,495
| New | +$3.37M | 1.53% | 26 |
|