Valley Wealth Managers’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.8M | Buy |
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|
2025
Q2 | $18.8M | Sell |
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|
2025
Q1 | $20.2M | Sell |
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|
2024
Q4 | $20.9M | Sell |
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|
2024
Q3 | $19.9M | Sell |
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|
2024
Q2 | $16.7M | Sell |
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|
2024
Q1 | $19.9M | Sell |
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|
2023
Q4 | $18.4M | Sell |
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|
2023
Q3 | $15.9M | Sell |
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|
2023
Q2 | $14.2M | Sell |
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|
2023
Q1 | $13.7M | Buy |
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|
2022
Q4 | $14M | Sell |
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|
2022
Q3 | $16.6M | Sell |
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|
2022
Q2 | $19.9M | Sell |
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|
2022
Q1 | $21.9M | Sell |
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|
2021
Q4 | $19.5M | Sell |
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|
2021
Q3 | $20.2M | Sell |
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|
2021
Q2 | $20.5M | Sell |
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|
2021
Q1 | $19.5M | Sell |
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|
2020
Q4 | $19M | Sell |
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|
2020
Q3 | $18M | Sell |
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|
2020
Q2 | $15.7M | Sell |
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|
2020
Q1 | $16M | Sell |
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|
2019
Q4 | $20.6M | Sell |
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|
2019
Q3 | $20.1M | Sell |
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|
2019
Q2 | $18.7M | Buy |
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|
2019
Q1 | $16.5M | Buy |
|