Wells Fargo’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01K | Buy |
+100
| New | +$1.01K | ﹤0.01% | 5845 |
|
|
2025
Q1 | – | Sell |
-52
| Closed | -$502 | – | 6594 |
|
|
2024
Q4 | $502 | Hold |
52
| – | – | ﹤0.01% | 5806 |
|
|
2024
Q3 | $529 | Sell |
52
-348
| -87% | -$3.54K | ﹤0.01% | 5757 |
|
|
2024
Q2 | $4.16K | Sell |
400
-185
| -32% | -$1.92K | ﹤0.01% | 5524 |
|
|
2024
Q1 | $5.35K | Sell |
585
-1,031
| -64% | -$9.43K | ﹤0.01% | 5490 |
|
|
2023
Q4 | $12.6K | Sell |
1,616
-1,307
| -45% | -$10.2K | ﹤0.01% | 5336 |
|
|
2023
Q3 | $23.9K | Sell |
2,923
-1,543
| -35% | -$12.6K | ﹤0.01% | 5160 |
|
|
2023
Q2 | $41.8K | Buy |
4,466
+2,397
| +116% | +$22.4K | ﹤0.01% | 5211 |
|
|
2023
Q1 | $18.1K | Buy |
2,069
+204
| +11% | +$1.78K | ﹤0.01% | 5356 |
|
|
2022
Q4 | $15.7K | Sell |
1,865
-1,609
| -46% | -$13.5K | ﹤0.01% | 5044 |
|
|
2022
Q3 | $31K | Sell |
3,474
-808
| -19% | -$7.21K | ﹤0.01% | 4859 |
|
|
2022
Q2 | $49K | Buy |
4,282
+245
| +6% | +$2.8K | ﹤0.01% | 4756 |
|
|
2022
Q1 | $43K | Sell |
4,037
-313
| -7% | -$3.33K | ﹤0.01% | 5393 |
|
|
2021
Q4 | $62K | Buy |
+4,350
| New | +$62K | ﹤0.01% | 5427 |
|