Whittier Trust’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $11.5K | Hold |
|
|||||
|
2024
Q4 | $11.7K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $1.09M | Buy |
|
|||||
|
2023
Q2 | $953K | Hold |
|
|||||
|
2023
Q1 | $910K | Hold |
|
|||||
|
2022
Q4 | $948K | Sell |
|
|||||
|
2022
Q3 | $1.1M | Sell |
|
|||||
|
2022
Q2 | $1.32M | Buy |
|
|||||
|
2022
Q1 | $1.38M | Hold |
|
|||||
|
2021
Q4 | $1.19M | Hold |
|
|||||
|
2021
Q3 | $1.2M | Buy |
|
|||||
|
2021
Q2 | $1.18M | Hold |
|
|||||
|
2021
Q1 | $1.07M | Sell |
|
|||||
|
2020
Q4 | $1.04M | Hold |
|
|||||
|
2020
Q3 | $928K | Hold |
|
|||||
|
2020
Q2 | $790K | Hold |
|
|||||
|
2020
Q1 | $796K | Buy |
|
|||||
|
2019
Q4 | $994K | Hold |
|
|||||
|
2019
Q3 | $954K | Hold |
|
|||||
|
2019
Q2 | $807K | Hold |
|
|||||
|
2019
Q1 | $720K | Buy |
|
|||||
|
2018
Q4 | $231K | Buy |
|