Caldwell Trust’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65K | Hold |
66
|
|
||||
|
2025
Q1 | $5.74K | Hold |
66
|
|
||||
|
2024
Q4 | $4.8K | Hold |
66
|
|
||||
|
2024
Q3 | $4.83K | Hold |
66
|
|
||||
|
2024
Q2 | $4.9K | Hold |
66
|
|
||||
|
2024
Q1 | $5.16K | Hold |
66
|
|
||||
|
2023
Q4 | $4.47K | Hold |
66
|
|
||||
|
2023
Q3 | $4K | Hold |
66
|
|
||||
|
2023
Q2 | $3.8K | Hold |
66
|
|
||||
|
2023
Q1 | $3.32K | Hold |
66
|
|
||||
|
2022
Q4 | $4.17K | Hold |
66
|
|
||||
|
2022
Q3 | $3.13K | Hold |
66
|
|
||||
|
2022
Q2 | $3.38K | Hold |
66
|
|
||||
|
2022
Q1 | $4.14K | Hold |
66
|
|
||||
|
2021
Q4 | $3.75K | Hold |
66
|
|
||||
|
2021
Q3 | $3.62K | Hold |
66
|
|
||||
|
2021
Q2 | $3.14K | Buy |
+66
|
|
||||
|
2020
Q4 | – | Sell |
-275
|
|
||||
|
2020
Q3 | $7.57K | Sell |
275
-3,347
|
|
||||
|
2020
Q2 | $113K | Sell |
3,622
-320
|
|
||||
|
2020
Q1 | $95.6K | Buy |
3,942
+645
|
|
||||
|
2019
Q4 | $169K | Buy |
+3,297
|
|