AE Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $456K | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $1.8M | Buy |
|
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|
2023
Q3 | $1.58M | Buy |
|
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|
2023
Q2 | $1.42M | Buy |
|
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|
2023
Q1 | $1.39M | Sell |
|
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|
2022
Q4 | $1.38M | Buy |
|
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|
2022
Q3 | $1.37M | Sell |
|
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|
2022
Q2 | $1.36M | Sell |
|
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|
2022
Q1 | $1.59M | Buy |
|
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|
2021
Q4 | $1.72M | Buy |
|
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|
2021
Q3 | $1.35M | Buy |
|
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $985K | Buy |
|
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $838K | Buy |
|
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|
2020
Q2 | $636K | Buy |
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|
2020
Q1 | $485K | Sell |
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|
2019
Q4 | $540K | Buy |
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|
2019
Q3 | $432K | Buy |
|