WJWM
Williams Jones Wealth Management’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Hold |
7,436
| – | – | 0.01% | 311 |
|
|
2025
Q1 | $646K | Hold |
7,436
| – | – | 0.01% | 299 |
|
|
2024
Q4 | $541K | Sell |
7,436
-78
| -1% | -$5.68K | 0.01% | 331 |
|
|
2024
Q3 | $550K | Buy |
7,514
+39
| +0.5% | +$2.86K | 0.01% | 341 |
|
|
2024
Q2 | $555K | Hold |
7,475
| – | – | 0.01% | 328 |
|
|
2024
Q1 | $584K | Sell |
7,475
-123
| -2% | -$9.62K | 0.01% | 327 |
|
|
2023
Q4 | $515K | Sell |
7,598
-64
| -0.8% | -$4.34K | 0.01% | 340 |
|
|
2023
Q3 | $464K | Sell |
7,662
-200
| -3% | -$12.1K | 0.01% | 349 |
|
|
2023
Q2 | $452K | Sell |
7,862
-6
| -0.1% | -$345 | 0.01% | 368 |
|
|
2023
Q1 | $396K | Buy |
7,868
+131
| +2% | +$6.6K | 0.01% | 405 |
|
|
2022
Q4 | $489K | Sell |
7,737
-1
| -0% | -$63 | 0.01% | 361 |
|
|
2022
Q3 | $367K | Sell |
7,738
-2,194
| -22% | -$104K | 0.01% | 412 |
|
|
2022
Q2 | $508K | Buy |
+9,932
| New | +$508K | 0.01% | 359 |
|
|
2020
Q1 | – | Sell |
-5,439
| Closed | -$279K | – | 390 |
|
|
2019
Q4 | $279K | Sell |
5,439
-2,950
| -35% | -$151K | 0.01% | 369 |
|
|
2019
Q3 | $467K | Buy |
+8,389
| New | +$467K | 0.01% | 273 |
|