Concord Wealth Partners’s American International AIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
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% | -$2.91K | 0.01% | 375 |
|
2024
Q3 | $40.6K | Buy |
555
+6
| +1% | +$439 | 0.01% | 363 |
|
2024
Q2 | $40.7K | Hold |
549
| – | – | 0.01% | 337 |
|
2024
Q1 | $42.9K | Sell |
549
-261
| -32% | -$20.4K | 0.01% | 373 |
|
2023
Q4 | $54.9K | Sell |
810
-682
| -46% | -$46.2K | 0.01% | 347 |
|
2023
Q3 | $90.4K | Sell |
1,492
-54
| -3% | -$3.27K | 0.02% | 296 |
|
2023
Q2 | $89K | Buy |
1,546
+207
| +15% | +$11.9K | 0.02% | 289 |
|
2023
Q1 | $67.4K | Sell |
1,339
-861
| -39% | -$43.4K | 0.02% | 306 |
|
2022
Q4 | $139K | Buy |
+2,200
| New | +$139K | 0.04% | 202 |
|
2022
Q3 | – | Sell |
-2,337
| Closed | -$119K | – | 178 |
|
2022
Q2 | $119K | Buy |
2,337
+166
| +8% | +$8.45K | 0.03% | 232 |
|
2022
Q1 | $136K | Sell |
2,171
-18
| -0.8% | -$1.13K | 0.04% | 242 |
|
2021
Q4 | $124K | Buy |
2,189
+536
| +32% | +$30.4K | 0.03% | 280 |
|
2021
Q3 | $91K | Sell |
1,653
-442
| -21% | -$24.3K | 0.04% | 149 |
|
2021
Q2 | $100K | Sell |
2,095
-490
| -19% | -$23.4K | 0.03% | 238 |
|
2021
Q1 | $119K | Sell |
2,585
-108
| -4% | -$4.97K | 0.04% | 190 |
|
2020
Q4 | $102K | Buy |
+2,693
| New | +$102K | 0.08% | 132 |
|