Oberweis Asset Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Buy |
83,000
+2,000
| +2% | +$395K | 0.71% | 49 |
|
|
2025
Q1 | $17M | Hold |
81,000
| – | – | 0.85% | 38 |
|
|
2024
Q4 | $17.3M | Buy |
81,000
+12,600
| +18% | +$2.69M | 0.81% | 41 |
|
|
2024
Q3 | $13.6M | Buy |
68,400
+6,500
| +11% | +$1.29M | 0.7% | 45 |
|
|
2024
Q2 | $10.3M | Buy |
61,900
+16,900
| +38% | +$2.81M | 0.63% | 56 |
|
|
2024
Q1 | $8.47M | Buy |
45,000
+14,300
| +47% | +$2.69M | 0.61% | 66 |
|
|
2023
Q4 | $5.17M | Buy |
+30,700
| New | +$5.17M | 0.48% | 77 |
|