Concord Wealth Partners’s American International AIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-204
Closed -$17.5K 223
2025
Q4
$17.5K Sell
204
-307
-60% -$24.6K ﹤0.01% 462
2025
Q3
$40.1K Sell
511
-4
-0.8% -$320 0.01% 366
2025
Q2
$44.1K Hold
515
0.01% 362
2025
Q1
$44.8K Hold
515
0.01% 332
2024
Q4
$37.5K Sell
515
-40
-7% -$3.01K 0.01% 375
2024
Q3
$40.6K Buy
555
+6
+1% +$447 0.01% 363
2024
Q2
$40.7K Hold
549
0.01% 337
2024
Q1
$42.9K Sell
549
-261
-32% -$18.6K 0.01% 373
2023
Q4
$54.9K Sell
810
-682
-46% -$43.5K 0.01% 347
2023
Q3
$90.4K Sell
1,492
-54
-3% -$3.22K 0.02% 296
2023
Q2
$89K Buy
1,546
+207
+15% +$11.1K 0.02% 289
2023
Q1
$67.4K Sell
1,339
-861
-39% -$50.3K 0.02% 307
2022
Q4
$139K Buy
+2,200
New +$128K 0.04% 202
2022
Q3
Sell
-2,337
Closed -$119K 178
2022
Q2
$119K Buy
2,337
+166
+8% +$9.64K 0.03% 232
2022
Q1
$136K Sell
2,171
-18
-0.8% -$1.08K 0.04% 242
2021
Q4
$124K Buy
2,189
+536
+32% +$30.5K 0.03% 280
2021
Q3
$91K Sell
1,653
-442
-21% -$22.8K 0.04% 149
2021
Q2
$100K Sell
2,095
-490
-19% -$24.2K 0.03% 238
2021
Q1
$119K Sell
2,585
-108
-4% -$4.67K 0.04% 190
2020
Q4
$102K Buy
+2,693
New +$94.9K 0.08% 132

Other funds holding AIG

Concord Wealth Partners's AIG Position: Q1 2026 in Review

Concord Wealth Partners sold out of American International (AIG) in Q1 2026, closing a stake of 204 shares — an estimated $17.5K sold.

Concord Wealth Partners first reported a position in AIG in Q4 2020 and held it in 20 quarters. The position peaked at $139K in Q4 2022. 1,112 funds tracked by Wall St. Rank hold AIG as of Q1 2026.

  • Concord Wealth Partners reported no remaining American International position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 204 American International shares in Q1 2026, an estimated $17.5K.
  • Concord Wealth Partners first reported a position in American International in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's American International position peaked at $139K in Q4 2022.
  • 1,112 funds tracked by Wall St. Rank held American International as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.