Ownership history in Transform Wealth, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Transform Wealth, LLC underperformed the S&P 500 by β18.2% annually on this AIG position. Average cost basis: $71.31. Maximum drawdown during holding period: β0.9%.
β Significantly underperformed the S&P 500 by 18.2% ann.
2 quarters analyzed
Best entry: $70.88 (2024 Q3) Β· Worst: $71.47 (2024 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size