Congress Wealth Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
11,308
+5,109
| +82% | +$1.01M | 0.02% | 534 |
|
|
2025
Q1 | $1.3M | Buy |
6,199
+201
| +3% | +$42.2K | 0.02% | 570 |
|
|
2024
Q4 | $1.28M | Sell |
5,998
-5,115
| -46% | -$1.09M | 0.02% | 482 |
|
|
2024
Q3 | $2.21M | Buy |
11,113
+6,013
| +118% | +$1.2M | 0.03% | 408 |
|
|
2024
Q2 | $848K | Buy |
+5,100
| New | +$848K | 0.01% | 456 |
|