Carson Wealth (CWM LLC)’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.73M | Buy |
78,637
+1,115
| +1% | +$95.4K | 0.02% | 506 |
|
|
2025
Q1 | $6.74M | Buy |
77,522
+46,121
| +147% | +$4.01M | 0.03% | 443 |
|
|
2024
Q4 | $2.29M | Buy |
31,401
+11,662
| +59% | +$849K | 0.01% | 737 |
|
|
2024
Q3 | $1.45M | Buy |
19,739
+6,750
| +52% | +$494K | 0.01% | 841 |
|
|
2024
Q2 | $964K | Buy |
12,989
+874
| +7% | +$64.9K | ﹤0.01% | 914 |
|
|
2024
Q1 | $947K | Buy |
12,115
+1,115
| +10% | +$87.2K | ﹤0.01% | 879 |
|
|
2023
Q4 | $745K | Buy |
11,000
+260
| +2% | +$17.6K | ﹤0.01% | 927 |
|
|
2023
Q3 | $651K | Buy |
10,740
+1,675
| +18% | +$102K | ﹤0.01% | 891 |
|
|
2023
Q2 | $522K | Buy |
9,065
+1,972
| +28% | +$114K | ﹤0.01% | 921 |
|
|
2023
Q1 | $357K | Sell |
7,093
-1,130
| -14% | -$56.9K | ﹤0.01% | 997 |
|
|
2022
Q4 | $520K | Buy |
8,223
+928
| +13% | +$58.7K | ﹤0.01% | 794 |
|
|
2022
Q3 | $346K | Buy |
7,295
+2,413
| +49% | +$114K | ﹤0.01% | 855 |
|
|
2022
Q2 | $250K | Buy |
4,882
+521
| +12% | +$26.7K | ﹤0.01% | 955 |
|
|
2022
Q1 | $274K | Buy |
4,361
+2,137
| +96% | +$134K | ﹤0.01% | 914 |
|
|
2021
Q4 | $126K | Buy |
+2,224
| New | +$126K | ﹤0.01% | 1208 |
|
|
2021
Q2 | $42K | Hold |
883
| – | – | ﹤0.01% | 1463 |
|
|
2021
Q1 | $42K | Hold |
883
| – | – | ﹤0.01% | 1463 |
|
|
2020
Q4 | $42K | Hold |
883
| – | – | ﹤0.01% | 1463 |
|
|
2020
Q3 | $42K | Hold |
883
| – | – | ﹤0.01% | 1463 |
|
|
2020
Q2 | $42K | Hold |
883
| – | – | ﹤0.01% | 1463 |
|
|
2020
Q1 | $42K | Hold |
883
| – | – | ﹤0.01% | 1463 |
|
|
2019
Q4 | $42K | Hold |
883
| – | – | ﹤0.01% | 1463 |
|
|
2019
Q3 | $42K | Hold |
883
| – | – | ﹤0.01% | 1463 |
|
|
2019
Q2 | $42K | Hold |
883
| – | – | ﹤0.01% | 1463 |
|
|
2019
Q1 | $42K | Buy |
883
+549
| +164% | +$26.1K | ﹤0.01% | 1463 |
|
|
2018
Q4 | $13K | Buy |
334
+267
| +399% | +$10.4K | ﹤0.01% | 1237 |
|
|
2018
Q3 | $4K | Buy |
67
+50
| +294% | +$2.99K | ﹤0.01% | 1371 |
|
|
2018
Q2 | $1K | Sell |
17
-53
| -76% | -$3.12K | ﹤0.01% | 1459 |
|
|
2018
Q1 | $4K | Buy |
70
+54
| +338% | +$3.09K | ﹤0.01% | 1028 |
|
|
2017
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1323 |
|
|
2017
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1336 |
|
|
2017
Q2 | $1K | Buy |
16
+1
| +7% | +$63 | ﹤0.01% | 1060 |
|
|
2017
Q1 | $1K | Sell |
15
-894
| -98% | -$59.6K | ﹤0.01% | 1027 |
|
|
2016
Q4 | $59K | Buy |
909
+283
| +45% | +$18.4K | ﹤0.01% | 422 |
|
|
2016
Q3 | $37K | Sell |
626
-15
| -2% | -$887 | ﹤0.01% | 464 |
|
|
2016
Q2 | $34K | Hold |
641
| – | – | ﹤0.01% | 410 |
|
|
2016
Q1 | $35K | Sell |
641
-40
| -6% | -$2.18K | ﹤0.01% | 375 |
|
|
2015
Q4 | $42K | Hold |
681
| – | – | ﹤0.01% | 333 |
|
|
2015
Q3 | $39K | Buy |
+681
| New | +$39K | ﹤0.01% | 302 |
|
|
2014
Q1 | – | Sell |
-658
| Closed | -$34K | – | 148 |
|
|
2013
Q4 | $34K | Sell |
658
-15
| -2% | -$775 | 0.01% | 286 |
|
|
2013
Q3 | $33K | Buy |
+673
| New | +$33K | 0.01% | 222 |
|