Waverly Advisors’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
3,558
+390
| +12% | +$33.4K | ﹤0.01% | 962 |
|
|
2025
Q1 | $275K | Buy |
+3,168
| New | +$275K | ﹤0.01% | 951 |
|
|
2018
Q1 | – | Sell |
-3,640
| Closed | -$217K | – | 187 |
|
|
2017
Q4 | $217K | Buy |
3,640
+20
| +0.6% | +$1.19K | 0.03% | 218 |
|
|
2017
Q3 | $222K | Sell |
3,620
-885
| -20% | -$54.3K | 0.05% | 213 |
|
|
2017
Q2 | $282K | Hold |
4,505
| – | – | 0.07% | 179 |
|
|
2017
Q1 | $281K | Buy |
+4,505
| New | +$281K | 0.07% | 175 |
|
|
2015
Q4 | – | Sell |
-250
| Closed | -$14K | – | 136 |
|
|
2015
Q3 | $14K | Hold |
250
| – | – | 0.01% | 322 |
|
|
2015
Q2 | $15K | Hold |
250
| – | – | 0.01% | 237 |
|
|
2015
Q1 | $14K | Hold |
250
| – | – | 0.01% | 224 |
|
|
2014
Q4 | $14K | Hold |
250
| – | – | 0.01% | 251 |
|
|
2014
Q3 | $14K | Hold |
250
| – | – | 0.01% | 400 |
|
|
2014
Q2 | $14K | Hold |
250
| – | – | 0.01% | 383 |
|
|
2014
Q1 | $13K | Sell |
250
-133
| -35% | -$6.92K | 0.01% | 378 |
|
|
2013
Q4 | $20K | Hold |
383
| – | – | 0.01% | 451 |
|
|
2013
Q3 | $19K | Buy |
+383
| New | +$19K | 0.01% | 356 |
|