BFWA
Benchmark Financial Wealth Advisors’s American International AIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $544K | Buy |
6,359
+55
| +0.9% | +$4.71K | 0.18% | 60 |
|
2025
Q1 | $548K | Buy |
6,304
+45
| +0.7% | +$3.91K | 0.21% | 55 |
|
2024
Q4 | $456K | Sell |
6,259
-2,966
| -32% | -$216K | 0.15% | 63 |
|
2024
Q3 | $676K | Sell |
9,225
-56
| -0.6% | -$4.1K | 0.23% | 49 |
|
2024
Q2 | $689K | Buy |
9,281
+49
| +0.5% | +$3.64K | 0.26% | 42 |
|
2024
Q1 | $722K | Buy |
9,232
+43
| +0.5% | +$3.36K | 0.28% | 37 |
|
2023
Q4 | $623K | Buy |
9,189
+48
| +0.5% | +$3.25K | 0.27% | 38 |
|
2023
Q3 | $554K | Buy |
9,141
+53
| +0.6% | +$3.21K | 0.26% | 36 |
|
2023
Q2 | $523K | Buy |
9,088
+1
| +0% | +$58 | 0.24% | 36 |
|
2023
Q1 | $458K | Buy |
9,087
+4,357
| +92% | +$219K | 0.24% | 35 |
|
2022
Q4 | $299K | Buy |
4,730
+128
| +3% | +$8.1K | 0.16% | 54 |
|
2022
Q3 | $218K | Buy |
4,602
+161
| +4% | +$7.63K | 0.13% | 64 |
|
2022
Q2 | $227K | Sell |
4,441
-893
| -17% | -$45.6K | 0.12% | 62 |
|
2022
Q1 | $335K | Buy |
+5,334
| New | +$335K | 0.14% | 55 |
|