Axxcess Wealth Management’s American International AIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-11,543	Closed	-$988K	–	393
2025 Q4	$988K	Buy	11,543 +443	+4%	+$35.5K	0.02%	519
2025 Q3	$872K	Buy	11,100 +1,512	+16%	+$121K	0.02%	479
2025 Q2	$821K	Buy	9,588 +480	+5%	+$40K	0.02%	475
2025 Q1	$792K	Buy	9,108 +2,403	+36%	+$187K	0.02%	448
2024 Q4	$488K	Sell	6,705 -978	-13%	-$73.5K	0.01%	552
2024 Q3	$563K	Sell	7,683 -3,500	-31%	-$261K	0.01%	524
2024 Q2	$830K	Sell	11,183 -9,205	-45%	-$704K	0.02%	413
2024 Q1	$1.59M	Sell	20,388 -4,012	-16%	-$286K	0.05%	292
2023 Q4	$1.65M	Buy	24,400 +6,161	+34%	+$393K	0.05%	275
2023 Q3	$1.11M	Buy	18,239 +13,903	+321%	+$830K	0.04%	302
2023 Q2	$249K	Sell	4,336 -58	-1%	-$3.11K	0.02%	502
2023 Q1	$221K	Sell	4,394 -1,886	-30%	-$110K	0.02%	560
2022 Q4	$397K	Sell	6,280 -89	-1%	-$5.18K	0.03%	395
2022 Q3	$302K	Buy	6,369 +165	+3%	+$8.67K	0.03%	400
2022 Q2	$317K	Buy	6,204 +2,640	+74%	+$153K	0.03%	384
2022 Q1	$224K	Buy	+3,564	New	+$214K	0.02%	550