Transform Wealth’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
Q1
Sell
-3,987
Closed -$290K 243
2024
Q4
$290K Sell
3,987
-125,827
-97% -$9.46M 0.02% 220
2024
Q3
$9.51M Buy
129,814
+2,985
+2% +$222K 0.63% 46
2024
Q2
$9.42M Buy
126,829
+8,010
+7% +$612K 0.71% 40
2024
Q1
$9.29M Buy
+118,819
New +$8.48M 0.88% 39

Other funds holding AIG

Transform Wealth's AIG Position: Q1 2025 in Review

Transform Wealth sold out of American International (AIG) in Q1 2025, closing a stake of 3,987 shares — an estimated $290K sold.

Transform Wealth first reported a position in AIG in Q1 2024 and held it in 4 quarters. The position peaked at $9.51M in Q3 2024. 1,100 funds tracked by Wall St. Rank hold AIG as of Q1 2025.

  • Transform Wealth reported no remaining American International position as of Q1 2025 after selling out during the quarter.
  • Transform Wealth sold 3,987 American International shares in Q1 2025, an estimated $290K.
  • Transform Wealth first reported a position in American International in Q1 2024 and held it in 4 quarters.
  • Transform Wealth's American International position peaked at $9.51M in Q3 2024.
  • 1,100 funds tracked by Wall St. Rank held American International as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.