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
Q3 | $213K | Sell |
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|
2025
Q2 | $232K | Buy |
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|
2025
Q1 | $200K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $9K | Hold |
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|
2015
Q2 | $8K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $150K | Sell |
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|
2014
Q2 | $165K | Buy |
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|
2014
Q1 | $163K | Buy |
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|
2013
Q4 | $149K | Buy |
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|
2013
Q3 | $6K | Buy |
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