Carson Wealth (CWM LLC)’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $434K | Sell |
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|
2025
Q2 | $638K | Sell |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $841K | Buy |
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|
2024
Q2 | $379K | Buy |
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|
2024
Q1 | $286K | Buy |
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|
2023
Q4 | $164K | Buy |
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|
2023
Q3 | $131K | Buy |
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|
2023
Q2 | $113K | Buy |
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|
2023
Q1 | $64K | Buy |
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|
2022
Q4 | $56K | Buy |
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|
2022
Q3 | $39K | Sell |
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|
2022
Q2 | $48K | Buy |
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|
2022
Q1 | $27K | Buy |
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|
2021
Q4 | $22K | Buy |
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|
2021
Q2 | $26K | Hold |
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|
2021
Q1 | $26K | Hold |
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|
2020
Q4 | $26K | Hold |
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|
2020
Q3 | $26K | Hold |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $26K | Hold |
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|
2019
Q4 | $26K | Hold |
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|
2019
Q3 | $26K | Hold |
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|
2019
Q2 | $26K | Hold |
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|
2019
Q1 | $26K | Buy |
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|
2018
Q4 | $3K | Buy |
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|
2018
Q3 | $3K | Buy |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $2K | Buy |
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