Carson Wealth (CWM LLC)’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Sell |
3,232
-2,373
| -42% | -$468K | ﹤0.01% | 1484 |
|
|
2025
Q1 | $1.18M | Buy |
5,605
+325
| +6% | +$68.2K | ﹤0.01% | 1047 |
|
|
2024
Q4 | $1.13M | Buy |
5,280
+1,053
| +25% | +$225K | ﹤0.01% | 1017 |
|
|
2024
Q3 | $841K | Buy |
4,227
+1,950
| +86% | +$388K | ﹤0.01% | 1130 |
|
|
2024
Q2 | $379K | Buy |
2,277
+756
| +50% | +$126K | ﹤0.01% | 1292 |
|
|
2024
Q1 | $286K | Buy |
1,521
+545
| +56% | +$102K | ﹤0.01% | 1354 |
|
|
2023
Q4 | $164K | Buy |
976
+62
| +7% | +$10.4K | ﹤0.01% | 1504 |
|
|
2023
Q3 | $131K | Buy |
914
+12
| +1% | +$1.72K | ﹤0.01% | 1488 |
|
|
2023
Q2 | $113K | Buy |
902
+373
| +71% | +$46.7K | ﹤0.01% | 1506 |
|
|
2023
Q1 | $64K | Buy |
529
+79
| +18% | +$9.56K | ﹤0.01% | 1731 |
|
|
2022
Q4 | $56K | Buy |
450
+180
| +67% | +$22.4K | ﹤0.01% | 1667 |
|
|
2022
Q3 | $39K | Sell |
270
-8
| -3% | -$1.16K | ﹤0.01% | 1778 |
|
|
2022
Q2 | $48K | Buy |
278
+128
| +85% | +$22.1K | ﹤0.01% | 1645 |
|
|
2022
Q1 | $27K | Buy |
150
+7
| +5% | +$1.26K | ﹤0.01% | 1885 |
|
|
2021
Q4 | $22K | Buy |
+143
| New | +$22K | ﹤0.01% | 1928 |
|
|
2021
Q2 | $26K | Hold |
168
| – | – | ﹤0.01% | 1666 |
|
|
2021
Q1 | $26K | Hold |
168
| – | – | ﹤0.01% | 1666 |
|
|
2020
Q4 | $26K | Hold |
168
| – | – | ﹤0.01% | 1666 |
|
|
2020
Q3 | $26K | Hold |
168
| – | – | ﹤0.01% | 1666 |
|
|
2020
Q2 | $26K | Hold |
168
| – | – | ﹤0.01% | 1666 |
|
|
2020
Q1 | $26K | Hold |
168
| – | – | ﹤0.01% | 1666 |
|
|
2019
Q4 | $26K | Hold |
168
| – | – | ﹤0.01% | 1666 |
|
|
2019
Q3 | $26K | Hold |
168
| – | – | ﹤0.01% | 1666 |
|
|
2019
Q2 | $26K | Hold |
168
| – | – | ﹤0.01% | 1666 |
|
|
2019
Q1 | $26K | Buy |
168
+140
| +500% | +$21.7K | ﹤0.01% | 1666 |
|
|
2018
Q4 | $3K | Buy |
28
+3
| +12% | +$321 | ﹤0.01% | 1630 |
|
|
2018
Q3 | $3K | Buy |
25
+8
| +47% | +$960 | ﹤0.01% | 1430 |
|
|
2018
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 1339 |
|
|
2018
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 1146 |
|