MSWM
Mowery & Schoenfeld Wealth Management’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.4K | Hold |
904
| – | – | 0.12% | 92 |
|
|
2025
Q1 | $78.6K | Hold |
904
| – | – | 0.15% | 99 |
|
|
2024
Q4 | $65.8K | Buy |
904
+707
| +359% | +$51.5K | 0.13% | 100 |
|
|
2024
Q3 | $14.4K | Hold |
197
| – | – | 0.02% | 159 |
|
|
2024
Q2 | $14.6K | Buy |
+197
| New | +$14.6K | 0.02% | 157 |
|