Wilbanks Smith & Thomas Asset Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $405K | Buy |
|
|||||
|
2023
Q4 | $303K | Hold |
|
|||||
|
2023
Q3 | $258K | Hold |
|
|||||
|
2023
Q2 | $226K | Buy |
|
|||||
|
2023
Q1 | $202K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $214K | Hold |
|
|||||
|
2022
Q1 | $227K | Sell |
|
|||||
|
2021
Q4 | $243K | Hold |
|
|||||
|
2021
Q3 | $246K | Hold |
|
|||||
|
2021
Q2 | $243K | Hold |
|
|||||
|
2021
Q1 | $221K | Hold |
|
|||||
|
2020
Q4 | $212K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $1K | Buy |
|