WBH Advisory’s Assurant AIZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,000
Closed -$210K 335
2025
Q1
$210K Hold
1,000
0.02% 313
2024
Q4
$213K Buy
+1,000
New +$213K 0.02% 305