Wells Fargo’s Hagerty HGTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01K Buy
2025
Q1
Sell
2024
Q4
$502 Hold
2024
Q3
$529 Sell
2024
Q2
$4.16K Sell
2024
Q1
$5.35K Sell
2023
Q4
$12.6K Sell
2023
Q3
$23.9K Sell
2023
Q2
$41.8K Buy
2023
Q1
$18.1K Buy
2022
Q4
$15.7K Sell
2022
Q3
$31K Sell
2022
Q2
$49K Buy
2022
Q1
$43K Sell
2021
Q4
$62K Buy