Everhart Financial Group’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 | $946K | Buy |
11,050
+1,275
| +13% | +$109K | 0.11% | 126 |
|
|
2025
Q1 | $850K | Buy |
9,775
+1,267
| +15% | +$110K | 0.12% | 126 |
|
|
2024
Q4 | $619K | Sell |
8,508
-384
| -4% | -$28K | 0.13% | 154 |
|
|
2024
Q3 | $651K | Buy |
8,892
+95
| +1% | +$6.96K | 0.14% | 159 |
|
|
2024
Q2 | $653K | Buy |
8,797
+1,215
| +16% | +$90.2K | 0.17% | 127 |
|
|
2024
Q1 | $593K | Buy |
7,582
+807
| +12% | +$63.1K | 0.17% | 123 |
|
|
2023
Q4 | $459K | Buy |
6,775
+1,629
| +32% | +$110K | 0.16% | 124 |
|
|
2023
Q3 | $312K | Buy |
5,146
+918
| +22% | +$55.6K | 0.13% | 150 |
|
|
2023
Q2 | $243K | Buy |
+4,228
| New | +$243K | 0.1% | 180 |
|
|
2022
Q4 | – | Sell |
-4,226
| Closed | -$200K | – | 183 |
|
|
2022
Q3 | $200K | Buy |
+4,226
| New | +$200K | 0.11% | 191 |
|