YHB 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 | $314K | Hold |
2,474
| – | – | 0.02% | 250 |
|
|
2025
Q1 | $306K | Hold |
2,474
| – | – | 0.03% | 240 |
|
|
2024
Q4 | $271K | Sell |
2,474
-175
| -7% | -$19.1K | 0.02% | 244 |
|
|
2024
Q3 | $312K | Hold |
2,649
| – | – | 0.03% | 234 |
|
|
2024
Q2 | $266K | Sell |
2,649
-98
| -4% | -$9.85K | 0.02% | 245 |
|
|
2024
Q1 | $283K | Sell |
2,747
-170
| -6% | -$17.5K | 0.03% | 238 |
|
|
2023
Q4 | $234K | Sell |
2,917
-200
| -6% | -$16.1K | 0.02% | 246 |
|
|
2023
Q3 | $221K | Hold |
3,117
| – | – | 0.02% | 254 |
|
|
2023
Q2 | $224K | Sell |
3,117
-60
| -2% | -$4.32K | 0.02% | 263 |
|
|
2023
Q1 | $221K | Buy |
3,177
+60
| +2% | +$4.18K | 0.02% | 268 |
|
|
2022
Q4 | $236K | Buy |
+3,117
| New | +$236K | 0.03% | 261 |
|
|
2022
Q3 | – | Sell |
-3,327
| Closed | -$218K | – | 286 |
|
|
2022
Q2 | $218K | Hold |
3,327
| – | – | 0.02% | 263 |
|
|
2022
Q1 | $239K | Hold |
3,327
| – | – | 0.02% | 268 |
|
|
2021
Q4 | $230K | Sell |
3,327
-125
| -4% | -$8.64K | 0.02% | 301 |
|
|
2021
Q3 | $243K | Hold |
3,452
| – | – | 0.02% | 279 |
|
|
2021
Q2 | $214K | Hold |
3,452
| – | – | 0.02% | 285 |
|
|
2021
Q1 | $229K | Buy |
+3,452
| New | +$229K | 0.02% | 276 |
|
|
2020
Q1 | – | Sell |
-3,332
| Closed | -$202K | – | 174 |
|
|
2019
Q4 | $202K | Sell |
3,332
-240
| -7% | -$14.6K | 0.03% | 184 |
|
|
2019
Q3 | $216K | Sell |
3,572
-86
| -2% | -$5.2K | 0.03% | 182 |
|
|
2019
Q2 | $204K | Buy |
+3,658
| New | +$204K | 0.03% | 182 |
|
|
2018
Q4 | – | Sell |
-4,045
| Closed | -$202K | – | 184 |
|
|
2018
Q3 | $202K | Sell |
4,045
-260
| -6% | -$13K | 0.03% | 188 |
|
|
2018
Q2 | $220K | Hold |
4,305
| – | – | 0.04% | 178 |
|
|
2018
Q1 | $222K | Sell |
4,305
-200
| -4% | -$10.3K | 0.04% | 173 |
|
|
2017
Q4 | $254K | Sell |
4,505
-200
| -4% | -$11.3K | 0.04% | 169 |
|
|
2017
Q3 | $261K | Sell |
4,705
-200
| -4% | -$11.1K | 0.05% | 162 |
|
|
2017
Q2 | $258K | Sell |
4,905
-200
| -4% | -$10.5K | 0.04% | 159 |
|
|
2017
Q1 | $247K | Hold |
5,105
| – | – | 0.05% | 160 |
|
|
2016
Q4 | $243K | Buy |
+5,105
| New | +$243K | 0.05% | 158 |
|
|
2016
Q3 | – | Sell |
-5,193
| Closed | -$230K | – | 167 |
|
|
2016
Q2 | $230K | Buy |
+5,193
| New | +$230K | 0.05% | 157 |
|