WPA
West Paces Advisors’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
2,679
+576
| +27% | +$73.1K | 0.07% | 112 |
|
|
2025
Q1 | $260K | Buy |
2,103
+1,954
| +1,311% | +$242K | 0.06% | 118 |
|
|
2024
Q4 | $16.3K | Hold |
149
| – | – | ﹤0.01% | 314 |
|
|
2024
Q3 | $17.5K | Hold |
149
| – | – | ﹤0.01% | 311 |
|
|
2024
Q2 | $15K | Hold |
149
| – | – | ﹤0.01% | 315 |
|
|
2024
Q1 | $15.4K | Sell |
149
-5
| -3% | -$515 | ﹤0.01% | 328 |
|
|
2023
Q4 | $12.4K | Sell |
154
-43
| -22% | -$3.46K | ﹤0.01% | 342 |
|
|
2023
Q3 | $14K | Hold |
197
| – | – | ﹤0.01% | 324 |
|
|
2023
Q2 | $14.2K | Hold |
197
| – | – | ﹤0.01% | 338 |
|
|
2023
Q1 | $13.7K | Hold |
197
| – | – | ﹤0.01% | 342 |
|
|
2022
Q4 | $14.9K | Hold |
197
| – | – | ﹤0.01% | 318 |
|
|
2022
Q3 | $12.2K | Hold |
197
| – | – | ﹤0.01% | 328 |
|
|
2022
Q2 | $12.9K | Hold |
197
| – | – | ﹤0.01% | 342 |
|
|
2022
Q1 | $14.1K | Hold |
197
| – | – | ﹤0.01% | 345 |
|
|
2021
Q4 | $13.6K | Sell |
197
-75
| -28% | -$5.18K | ﹤0.01% | 349 |
|
|
2021
Q3 | $19.1K | Sell |
272
-140
| -34% | -$9.84K | 0.01% | 295 |
|
|
2021
Q2 | $25.5K | Hold |
412
| – | – | 0.01% | 266 |
|
|
2021
Q1 | $27.5K | Sell |
412
-45
| -10% | -$3.01K | 0.01% | 238 |
|
|
2020
Q4 | $22.4K | Hold |
457
| – | – | 0.01% | 242 |
|
|
2020
Q3 | $16.8K | Sell |
457
-135
| -23% | -$4.98K | 0.01% | 257 |
|
|
2020
Q2 | $22.8K | Hold |
592
| – | – | 0.01% | 242 |
|
|
2020
Q1 | $20.9K | Sell |
592
-43
| -7% | -$1.52K | 0.01% | 243 |
|
|
2019
Q4 | $38.6K | Buy |
635
+320
| +102% | +$19.4K | 0.02% | 213 |
|
|
2019
Q3 | $19.1K | Hold |
315
| – | – | 0.01% | 261 |
|
|
2019
Q2 | $17.6K | Hold |
315
| – | – | 0.01% | 263 |
|
|
2019
Q1 | $15.7K | Hold |
315
| – | – | 0.01% | 272 |
|
|
2018
Q4 | $14K | Hold |
315
| – | – | 0.01% | 281 |
|
|
2018
Q3 | $15.7K | Hold |
315
| – | – | 0.01% | 282 |
|
|
2018
Q2 | $16.1K | Hold |
315
| – | – | 0.01% | 277 |
|
|
2018
Q1 | $16.2K | Hold |
315
| – | – | 0.01% | 265 |
|
|
2017
Q4 | $17.7K | Hold |
315
| – | – | 0.01% | 273 |
|
|
2017
Q3 | $17.5K | Hold |
315
| – | – | 0.01% | 274 |
|
|
2017
Q2 | $16.6K | Sell |
315
-150
| -32% | -$7.89K | 0.01% | 274 |
|
|
2017
Q1 | $22.4K | Hold |
465
| – | – | 0.02% | 242 |
|
|
2016
Q4 | $22.2K | Buy |
+465
| New | +$22.2K | 0.02% | 249 |
|