Berger Financial Group’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $220K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $219K | Sell |
|
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|
2023
Q4 | $5.82M | Sell |
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|
2023
Q3 | $5.17M | Buy |
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|
2023
Q2 | $4.5M | Sell |
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|
2023
Q1 | $4.42M | Buy |
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|
2022
Q4 | $3.94M | Buy |
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|
2022
Q3 | $4.42M | Buy |
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|
2022
Q2 | $5.15M | Sell |
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|
2022
Q1 | $5.49M | Sell |
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|
2021
Q4 | $4.79M | Buy |
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|
2021
Q3 | $4.69M | Sell |
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|
2021
Q2 | $4.66M | Buy |
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|
2021
Q1 | $4.16M | Buy |
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