Waverly Advisors’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
Q2
$232K Buy
2025
Q1
$200K Buy
2015
Q4
Sell
2015
Q3
$9K Hold
2015
Q2
$8K Buy
2014
Q4
Sell
2014
Q3
$150K Sell
2014
Q2
$165K Buy
2014
Q1
$163K Buy
2013
Q4
$149K Buy
2013
Q3
$6K Buy