EP Wealth Advisors’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Buy |
|
|||||
|
2025
Q1 | $570K | Buy |
|
|||||
|
2024
Q4 | $458K | Sell |
|
|||||
|
2024
Q3 | $525K | Buy |
|
|||||
|
2024
Q2 | $329K | Buy |
|
|||||
|
2024
Q1 | $276K | Buy |
|
|||||
|
2023
Q4 | $228K | Sell |
|
|||||
|
2023
Q3 | $206K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $343K | Buy |
|
|||||
|
2022
Q1 | $363K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $263K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $272K | Buy |
|
|||||
|
2019
Q3 | $286K | Buy |
|