Wealth Enhancement Advisory Services
HIG icon

Wealth Enhancement Advisory Services’s Hartford Financial Services HIG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.7M Buy
125,825
+47,919
+62% +$5.99M 0.03% 494
2025
Q1
$9.64M Sell
77,906
-23,728
-23% -$2.94M 0.02% 593
2024
Q4
$11.1M Buy
101,634
+27,464
+37% +$3M 0.02% 527
2024
Q3
$8.72M Buy
74,170
+1,178
+2% +$139K 0.02% 552
2024
Q2
$7.34M Buy
72,992
+11,934
+20% +$1.2M 0.02% 577
2024
Q1
$6.29M Sell
61,058
-2,103
-3% -$217K 0.02% 605
2023
Q4
$5.08M Buy
63,161
+3,572
+6% +$287K 0.01% 610
2023
Q3
$4.23M Buy
+59,589
New +$4.23M 0.01% 625
2020
Q1
Sell
-39,797
Closed -$2.42M 244
2019
Q4
$2.42M Buy
+39,797
New +$2.42M 0.09% 96
2019
Q2
Sell
-47,243
Closed -$2.42M 227
2019
Q1
$2.42M Buy
+47,243
New +$2.42M 0.14% 65
2018
Q4
Sell
-39,573
Closed -$1.78M 181
2018
Q3
$1.78M Sell
39,573
-19,444
-33% -$873K 0.11% 70
2018
Q2
$3.15M Sell
59,017
-24,080
-29% -$1.28M 0.19% 44
2018
Q1
$4.32M Buy
83,097
+5,940
+8% +$309K 0.29% 38
2017
Q4
$4.27M Sell
77,157
-1,412
-2% -$78.1K 0.3% 37
2017
Q3
$4.37M Buy
78,569
+3,725
+5% +$207K 0.36% 37
2017
Q2
$3.96M Buy
74,844
+14,005
+23% +$742K 0.37% 41
2017
Q1
$2.9M Buy
60,839
+18,918
+45% +$901K 0.31% 49
2016
Q4
$2M Buy
41,921
+13,812
+49% +$658K 0.24% 54
2016
Q3
$1.24M Buy
+28,109
New +$1.24M 0.18% 76