Welch & Forbes’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Hold |
4,781
| – | – | 0.01% | 259 |
|
|
2025
Q1 | $592K | Sell |
4,781
-33
| -0.7% | -$4.08K | 0.01% | 256 |
|
|
2024
Q4 | $527K | Buy |
4,814
+15
| +0.3% | +$1.64K | 0.01% | 273 |
|
|
2024
Q3 | $564K | Hold |
4,799
| – | – | 0.01% | 277 |
|
|
2024
Q2 | $479K | Hold |
4,799
| – | – | 0.01% | 291 |
|
|
2024
Q1 | $495K | Hold |
4,799
| – | – | 0.01% | 290 |
|
|
2023
Q4 | $386K | Hold |
4,799
| – | – | 0.01% | 310 |
|
|
2023
Q3 | $340K | Hold |
4,799
| – | – | 0.01% | 314 |
|
|
2023
Q2 | $346K | Buy |
4,799
+33
| +0.7% | +$2.38K | 0.01% | 316 |
|
|
2023
Q1 | $332K | Hold |
4,766
| – | – | 0.01% | 317 |
|
|
2022
Q4 | $361K | Sell |
4,766
-101
| -2% | -$7.66K | 0.01% | 312 |
|
|
2022
Q3 | $301K | Buy |
4,867
+786
| +19% | +$48.6K | 0.01% | 320 |
|
|
2022
Q2 | $267K | Buy |
4,081
+101
| +3% | +$6.61K | ﹤0.01% | 344 |
|
|
2022
Q1 | $286K | Buy |
3,980
+500
| +14% | +$35.9K | ﹤0.01% | 340 |
|
|
2021
Q4 | $240K | Hold |
3,480
| – | – | ﹤0.01% | 364 |
|
|
2021
Q3 | $244K | Buy |
+3,480
| New | +$244K | ﹤0.01% | 361 |
|
|
2021
Q2 | – | Sell |
-3,000
| Closed | -$200K | – | 391 |
|
|
2021
Q1 | $200K | Buy |
+3,000
| New | +$200K | ﹤0.01% | 382 |
|
|
2020
Q2 | – | Sell |
-6,200
| Closed | -$218K | – | 349 |
|
|
2020
Q1 | $218K | Sell |
6,200
-1,100
| -15% | -$38.7K | 0.01% | 304 |
|
|
2019
Q4 | $444K | Hold |
7,300
| – | – | 0.01% | 266 |
|
|
2019
Q3 | $442K | Sell |
7,300
-99
| -1% | -$5.99K | 0.01% | 267 |
|
|
2019
Q2 | $412K | Buy |
7,399
+2,994
| +68% | +$167K | 0.01% | 274 |
|
|
2019
Q1 | $219K | Sell |
4,405
-745
| -14% | -$37K | 0.01% | 330 |
|
|
2018
Q4 | $229K | Hold |
5,150
| – | – | 0.01% | 312 |
|
|
2018
Q3 | $257K | Hold |
5,150
| – | – | 0.01% | 323 |
|
|
2018
Q2 | $263K | Sell |
5,150
-108
| -2% | -$5.52K | 0.01% | 317 |
|
|
2018
Q1 | $271K | Sell |
5,258
-88
| -2% | -$4.54K | 0.01% | 318 |
|
|
2017
Q4 | $301K | Hold |
5,346
| – | – | 0.01% | 296 |
|
|
2017
Q3 | $296K | Hold |
5,346
| – | – | 0.01% | 292 |
|
|
2017
Q2 | $281K | Sell |
5,346
-13
| -0.2% | -$683 | 0.01% | 302 |
|
|
2017
Q1 | $258K | Buy |
5,359
+13
| +0.2% | +$626 | 0.01% | 305 |
|
|
2016
Q4 | $255K | Hold |
5,346
| – | – | 0.01% | 305 |
|
|
2016
Q3 | $229K | Hold |
5,346
| – | – | 0.01% | 275 |
|
|
2016
Q2 | $237K | Hold |
5,346
| – | – | 0.01% | 312 |
|
|
2016
Q1 | $246K | Hold |
5,346
| – | – | 0.01% | 306 |
|
|
2015
Q4 | $232K | Sell |
5,346
-500
| -9% | -$21.7K | 0.01% | 298 |
|
|
2015
Q3 | $268K | Sell |
5,846
-540
| -8% | -$24.8K | 0.01% | 295 |
|
|
2015
Q2 | $265K | Buy |
6,386
+240
| +4% | +$9.96K | 0.01% | 299 |
|
|
2015
Q1 | $257K | Sell |
6,146
-300
| -5% | -$12.5K | 0.01% | 300 |
|
|
2014
Q4 | $269K | Sell |
6,446
-1,921
| -23% | -$80.2K | 0.01% | 312 |
|
|
2014
Q3 | $312K | Sell |
8,367
-687
| -8% | -$25.6K | 0.01% | 293 |
|
|
2014
Q2 | $324K | Buy |
9,054
+342
| +4% | +$12.2K | 0.01% | 278 |
|
|
2014
Q1 | $307K | Hold |
8,712
| – | – | 0.01% | 285 |
|
|
2013
Q4 | $316K | Sell |
8,712
-600
| -6% | -$21.8K | 0.01% | 275 |
|
|
2013
Q3 | $290K | Buy |
9,312
+266
| +3% | +$8.28K | 0.01% | 296 |
|
|
2013
Q2 | $280K | Buy |
+9,046
| New | +$280K | 0.01% | 277 |
|