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Whipplewood Advisors’s Assurant AIZ Stock Holding History

Whipplewood Advisors’s Portfolio AIZ Stock Details AIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.35K Sell
22
-62
-74% -$12.2K ﹤0.01% 723
2025
Q1 		$4.62K Buy
84
+57
+211% +$3.13K ﹤0.01% 720
2024
Q4 		$5.76K Buy
+27
New +$5.76K ﹤0.01% 667