Baldwin Wealth Partners’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-279
| Closed | -$20.4K | – | 254 |
|
|
2024
Q3 | $20.4K | Buy |
+279
| New | +$20.4K | ﹤0.01% | 693 |
|
|
2022
Q2 | – | Sell |
-80
| Closed | -$5K | – | 684 |
|
|
2022
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 584 |
|
|
2021
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 550 |
|
|
2021
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 580 |
|
|
2021
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 590 |
|
|
2021
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 565 |
|
|
2020
Q4 | $3K | Sell |
80
-220
| -73% | -$8.25K | ﹤0.01% | 509 |
|
|
2020
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 442 |
|
|
2020
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 434 |
|
|
2020
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 443 |
|
|
2019
Q4 | $15K | Hold |
300
| – | – | ﹤0.01% | 427 |
|
|
2019
Q3 | $17K | Hold |
300
| – | – | ﹤0.01% | 414 |
|
|
2019
Q2 | $16K | Hold |
300
| – | – | ﹤0.01% | 411 |
|
|
2019
Q1 | $13K | Hold |
300
| – | – | ﹤0.01% | 430 |
|
|
2018
Q4 | $12K | Hold |
300
| – | – | ﹤0.01% | 418 |
|
|
2018
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 424 |
|
|
2018
Q2 | $16K | Hold |
300
| – | – | ﹤0.01% | 419 |
|
|
2018
Q1 | $16K | Hold |
300
| – | – | ﹤0.01% | 404 |
|
|
2017
Q4 | $18K | Sell |
300
-430
| -59% | -$25.8K | ﹤0.01% | 383 |
|
|
2017
Q3 | $45K | Sell |
730
-50
| -6% | -$3.08K | 0.01% | 297 |
|
|
2017
Q2 | $49K | Sell |
780
-99,345
| -99% | -$6.24M | 0.01% | 298 |
|
|
2017
Q1 | $6.25M | Sell |
100,125
-38,321
| -28% | -$2.39M | 1.03% | 34 |
|
|
2016
Q4 | $9.04M | Sell |
138,446
-3,080
| -2% | -$201K | 1.63% | 25 |
|
|
2016
Q3 | $8.4M | Sell |
141,526
-1,649
| -1% | -$97.9K | 1.52% | 23 |
|
|
2016
Q2 | $7.57M | Sell |
143,175
-3,385
| -2% | -$179K | 1.56% | 25 |
|
|
2016
Q1 | $7.92M | Buy |
146,560
+5,790
| +4% | +$313K | 1.42% | 22 |
|
|
2015
Q4 | $8.72M | Sell |
140,770
-380
| -0.3% | -$23.6K | 1.42% | 22 |
|
|
2015
Q3 | $8.02M | Sell |
141,150
-3,120
| -2% | -$177K | 1.35% | 26 |
|
|
2015
Q2 | $8.92M | Buy |
144,270
+6,355
| +5% | +$393K | 1.32% | 27 |
|
|
2015
Q1 | $7.56M | Buy |
137,915
+6,710
| +5% | +$368K | 1.11% | 31 |
|
|
2014
Q4 | $7.35M | Sell |
131,205
-2,940
| -2% | -$165K | 1.06% | 32 |
|
|
2014
Q3 | $7.25M | Buy |
134,145
+4,325
| +3% | +$234K | 1.03% | 34 |
|
|
2014
Q2 | $7.09M | Buy |
129,820
+1,018
| +0.8% | +$55.6K | 1.05% | 34 |
|
|
2014
Q1 | $6.44M | Buy |
128,802
+13,080
| +11% | +$654K | 1.03% | 35 |
|
|
2013
Q4 | $5.91M | Buy |
115,722
+102,280
| +761% | +$5.22M | 0.95% | 36 |
|
|
2013
Q3 | $654K | Buy |
13,442
+3,410
| +34% | +$166K | 0.12% | 143 |
|
|
2013
Q2 | $448K | Buy |
+10,032
| New | +$448K | 0.09% | 154 |
|