ProVise Management Group’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 Q3	–	Sell	-4,045	Closed	-$346K	–	258
2025 Q2	$346K	Hold	4,045	–	–	0.03%	203
2025 Q1	$352K	Buy	4,045 +1,175	+41%	+$91.3K	0.03%	191
2024 Q4	$209K	Hold	2,870	–	–	0.02%	244
2024 Q3	$210K	Hold	2,870	–	–	0.02%	276
2024 Q2	$213K	Hold	2,870	–	–	0.02%	278
2024 Q1	$224K	Buy	+2,870	New	+$205K	0.02%	274
2020 Q1	–	Sell	-5,255	Closed	-$270K	–	263
2019 Q4	$270K	Hold	5,255	–	–	0.03%	255
2019 Q3	$293K	Sell	5,255 -1,810	-26%	-$100K	0.04%	244
2019 Q2	$376K	Sell	7,065 -400	-5%	-$19.9K	0.05%	231
2019 Q1	$321K	Buy	7,465 +1,445	+24%	+$61.8K	0.05%	231
2018 Q4	$237K	Buy	+6,020	New	+$263K	0.04%	253
2018 Q1	–	Sell	-8,165	Closed	-$487K	–	301
2017 Q4	$487K	Sell	8,165 -2,400	-23%	-$147K	0.07%	209
2017 Q3	$649K	Sell	10,565 -2,736	-21%	-$171K	0.09%	179
2017 Q2	$832K	Sell	13,301 -2,600	-16%	-$162K	0.13%	160
2017 Q1	$993K	Hold	15,901	–	–	0.16%	146
2016 Q4	$1.04M	Hold	15,901	–	–	0.18%	139
2016 Q3	$944K	Sell	15,901 -1,300	-8%	-$74.3K	0.16%	146
2016 Q2	$910K	Buy	+17,201	New	+$950K	0.17%	143