Wetzel Investment Advisors’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 | $382K | Hold |
3,000
| – | – | 0.17% | 77 |
|
|
2025
Q1 | $373K | Hold |
3,000
| – | – | 0.19% | 80 |
|
|
2024
Q4 | $330K | Hold |
3,000
| – | – | 0.16% | 90 |
|
|
2024
Q3 | $354K | Hold |
3,000
| – | – | 0.18% | 84 |
|
|
2024
Q2 | $309K | Hold |
3,000
| – | – | 0.18% | 88 |
|
|
2024
Q1 | $291K | Sell |
3,000
-157
| -5% | -$15.2K | 0.17% | 89 |
|
|
2023
Q4 | $254K | Buy |
+3,157
| New | +$254K | 0.16% | 95 |
|