EP Wealth Advisors’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 | $675K | Buy |
7,883
+1,326
| +20% | +$113K | ﹤0.01% | 670 |
|
|
2025
Q1 | $570K | Buy |
6,557
+269
| +4% | +$23.4K | ﹤0.01% | 661 |
|
|
2024
Q4 | $458K | Sell |
6,288
-885
| -12% | -$64.4K | ﹤0.01% | 721 |
|
|
2024
Q3 | $525K | Buy |
7,173
+2,739
| +62% | +$201K | ﹤0.01% | 676 |
|
|
2024
Q2 | $329K | Buy |
4,434
+898
| +25% | +$66.7K | ﹤0.01% | 628 |
|
|
2024
Q1 | $276K | Buy |
3,536
+165
| +5% | +$12.9K | ﹤0.01% | 652 |
|
|
2023
Q4 | $228K | Sell |
3,371
-27
| -0.8% | -$1.83K | ﹤0.01% | 684 |
|
|
2023
Q3 | $206K | Buy |
+3,398
| New | +$206K | ﹤0.01% | 664 |
|
|
2022
Q3 | – | Sell |
-6,709
| Closed | -$343K | – | 350 |
|
|
2022
Q2 | $343K | Buy |
6,709
+931
| +16% | +$47.6K | 0.01% | 453 |
|
|
2022
Q1 | $363K | Buy |
+5,778
| New | +$363K | 0.01% | 449 |
|
|
2021
Q2 | – | Sell |
-5,690
| Closed | -$263K | – | 536 |
|
|
2021
Q1 | $263K | Buy |
+5,690
| New | +$263K | 0.01% | 426 |
|
|
2020
Q1 | – | Sell |
-5,292
| Closed | -$272K | – | 365 |
|
|
2019
Q4 | $272K | Buy |
5,292
+156
| +3% | +$8.02K | 0.01% | 346 |
|
|
2019
Q3 | $286K | Buy |
+5,136
| New | +$286K | 0.01% | 288 |
|