SWM
Segment Wealth Management’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
2,508
+135
| +6% | +$11.6K | 0.01% | 276 |
|
|
2025
Q1 | $206K | Buy |
+2,373
| New | +$206K | 0.01% | 274 |
|
|
2016
Q1 | – | Sell |
-59,496
| Closed | -$3.69M | – | 155 |
|
|
2015
Q4 | $3.69M | Sell |
59,496
-955
| -2% | -$59.2K | 1.4% | 19 |
|
|
2015
Q3 | $3.44M | Buy |
60,451
+3,003
| +5% | +$171K | 1.31% | 19 |
|
|
2015
Q2 | $3.55M | Sell |
57,448
-26
| -0% | -$1.61K | 1.23% | 22 |
|
|
2015
Q1 | $3.15M | Buy |
57,474
+6,555
| +13% | +$359K | 1.05% | 29 |
|
|
2014
Q4 | $2.85M | Buy |
50,919
+2,702
| +6% | +$151K | 1.09% | 29 |
|
|
2014
Q3 | $2.61M | Buy |
48,217
+2,180
| +5% | +$118K | 1% | 27 |
|
|
2014
Q2 | $2.51M | Buy |
46,037
+2,004
| +5% | +$109K | 0.97% | 27 |
|
|
2014
Q1 | $2.2M | Buy |
44,033
+4,688
| +12% | +$234K | 1.02% | 29 |
|
|
2013
Q4 | $2.01M | Buy |
39,345
+2,075
| +6% | +$106K | 0.99% | 30 |
|
|
2013
Q3 | $1.81M | Buy |
37,270
+24,124
| +184% | +$1.17M | 0.99% | 27 |
|
|
2013
Q2 | $587K | Buy |
+13,146
| New | +$587K | 0.35% | 74 |
|