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.
| 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 | — |
As of 2025 Q4 — sorted by position size