A detailed history of Concord Wealth Partners transactions in Assurant, Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 125 shares of AIZ stock, worth $28,381. This represents 0.0% of its overall portfolio holdings.

Number of Shares
125
Previous 125 -0.0%
Holding current value
$28,381
Previous $20,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 27, 2023

BUY
$119.21 - $154.43 $14,901 - $19,303
125 New
125 $15,000
Q2 2022

Aug 04, 2022

BUY
$169.08 - $193.12 $169 - $193
1 Added 0.68%
147 $25,000
Q4 2021

Jan 21, 2022

BUY
$147.55 - $165.59 $3,098 - $3,477
21 Added 16.8%
146 $23,000
Q3 2021

Nov 09, 2021

SELL
$151.47 - $171.13 $3,180 - $3,593
-21 Reduced 14.38%
125 $20,000
Q2 2021

Jul 29, 2021

BUY
$142.3 - $163.45 $2,561 - $2,942
18 Added 14.06%
146 $23,000
Q1 2021

May 13, 2021

BUY
$122.77 - $144.71 $368 - $434
3 Added 2.4%
128 $18,000
Q4 2020

Feb 16, 2021

BUY
$120.69 - $138.59 $15,086 - $17,323
125 New
125 $17,000

Others Institutions Holding AIZ

About ASSURANT, INC.


  • Ticker AIZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Specialty
  • Shares Outstandng 53,209,300
  • Market Cap $12.1B
  • Description
  • Assurant, Inc., together with its subsidiaries, provides lifestyle and housing solutions that support, protect, and connect consumer purchases in North America, Latin America, Europe, and the Asia Pacific. The company operates through two segments: Global Lifestyle and Global Housing. The Global Lifestyle segment offers mobile device solutions, ...
More about AIZ
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