WR Wealth Planners’s American International AIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$32K Buy
440
+40
+10% +$3.01K 0.01% 378
2024
Q3
$29.3K Hold
400
0.01% 423
2024
Q2
$29.7K Buy
400
+35
+10% +$2.68K 0.01% 393
2024
Q1
$28.5K Buy
+365
New +$26K 0.01% 401
2023
Q4
Sell
-61
Closed -$3.7K 207
2023
Q3
$3.7K Hold
61
﹤0.01% 713
2023
Q2
$3.51K Hold
61
﹤0.01% 722
2023
Q1
$3.07K Buy
+61
New +$3.56K ﹤0.01% 736

Other funds holding AIG

WR Wealth Planners's AIG Position: Q4 2024 in Review

WR Wealth Planners increased its American International (AIG) stake by 10% in Q4 2024, buying an estimated $3.01K and bringing the position to 440 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #378.

WR Wealth Planners first reported a position in AIG in Q1 2023 and has held it in 7 quarters since. 1,062 funds tracked by Wall St. Rank hold AIG as of Q4 2024.

  • WR Wealth Planners held 440 shares of American International worth $32K as of Q4 2024.
  • WR Wealth Planners bought 40 American International shares in Q4 2024, an estimated $3.01K.
  • American International made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #378 holding.
  • WR Wealth Planners first reported a position in American International in Q1 2023 and has held it in 7 quarters since.
  • 1,062 funds tracked by Wall St. Rank held American International as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.