Laird Norton Wetherby Wealth Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Buy |
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|
2024
Q4 | $463K | Buy |
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|
2024
Q3 | $413K | Buy |
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $362K | Hold |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $263K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $308K | Sell |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $401K | Sell |
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|
2021
Q4 | $346K | Sell |
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|
2021
Q3 | $350K | Sell |
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|
2021
Q2 | $356K | Buy |
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|
2021
Q1 | $277K | Sell |
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|
2020
Q4 | $283K | Buy |
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|
2020
Q3 | $247K | Sell |
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $231K | Buy |
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|
2019
Q4 | $204K | Sell |
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|
2019
Q3 | $215K | Buy |
|