Welch & Forbes’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 | $607K | Hold |
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|
2025
Q1 | $592K | Sell |
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|
2024
Q4 | $527K | Buy |
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|
2024
Q3 | $564K | Hold |
|
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|
2024
Q2 | $479K | Hold |
|
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|
2024
Q1 | $495K | Hold |
|
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|
2023
Q4 | $386K | Hold |
|
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|
2023
Q3 | $340K | Hold |
|
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $332K | Hold |
|
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|
2022
Q4 | $361K | Sell |
|
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|
2022
Q3 | $301K | Buy |
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|
2022
Q2 | $267K | Buy |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $240K | Hold |
|
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $200K | Buy |
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|
2020
Q2 | – | Sell |
|
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|
2020
Q1 | $218K | Sell |
|
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|
2019
Q4 | $444K | Hold |
|
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|
2019
Q3 | $442K | Sell |
|
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|
2019
Q2 | $412K | Buy |
|
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|
2019
Q1 | $219K | Sell |
|
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|
2018
Q4 | $229K | Hold |
|
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|
2018
Q3 | $257K | Hold |
|
|||||
|
2018
Q2 | $263K | Sell |
|
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|
2018
Q1 | $271K | Sell |
|
|||||
|
2017
Q4 | $301K | Hold |
|
|||||
|
2017
Q3 | $296K | Hold |
|
|||||
|
2017
Q2 | $281K | Sell |
|
|||||
|
2017
Q1 | $258K | Buy |
|
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|
2016
Q4 | $255K | Hold |
|
|||||
|
2016
Q3 | $229K | Hold |
|
|||||
|
2016
Q2 | $237K | Hold |
|
|||||
|
2016
Q1 | $246K | Hold |
|
|||||
|
2015
Q4 | $232K | Sell |
|
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|
2015
Q3 | $268K | Sell |
|
|||||
|
2015
Q2 | $265K | Buy |
|
|||||
|
2015
Q1 | $257K | Sell |
|
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|
2014
Q4 | $269K | Sell |
|
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|
2014
Q3 | $312K | Sell |
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|
2014
Q2 | $324K | Buy |
|
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|
2014
Q1 | $307K | Hold |
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|
2013
Q4 | $316K | Sell |
|
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|
2013
Q3 | $290K | Buy |
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|
2013
Q2 | $280K | Buy |
|