AIG AMERICAN INTL GROUP INC

Ownership history in Transform Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in AMERICAN INTL GROUP INC (AIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.88% (2024 Q1)
Avg. % of fund
0.56%
First filed
2024 Q1
Last filed
2024 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 3,987 -125,827 -96.9% 0.02% $290K $70.86
2024 Q3 ADDED 129,814 +2,985 +2.4% 0.63% $9.5M $70.88
2024 Q2 ADDED 126,829 +8,010 +6.7% 0.71% $9.4M $71.47
2024 Q1 INITIATED 118,819 0.88% $9.3M
% of Fund (quarterly)    AIG price (monthly, adj. close)
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