AE Wealth Management’s Nathan's Famous NATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,000
| Closed | -$813K | – | 1297 |
|
|
2024
Q2 | $813K | Buy |
+12,000
| New | +$813K | 0.01% | 754 |
|
|
2024
Q1 | – | Sell |
-12,002
| Closed | -$873K | – | 1685 |
|
|
2023
Q4 | $873K | Hold |
12,002
| – | – | ﹤0.01% | 1205 |
|
|
2023
Q3 | $848K | Buy |
12,002
+2
| +0% | +$141 | 0.01% | 1163 |
|
|
2023
Q2 | $942K | Hold |
12,000
| – | – | 0.01% | 1110 |
|
|
2023
Q1 | $907K | Sell |
12,000
-1,000
| -8% | -$75.6K | 0.01% | 1085 |
|
|
2022
Q4 | $874K | Hold |
13,000
| – | – | 0.01% | 1039 |
|
|
2022
Q3 | $828K | Sell |
13,000
-1,000
| -7% | -$63.7K | 0.01% | 1019 |
|
|
2022
Q2 | $820K | Hold |
14,000
| – | – | 0.01% | 957 |
|
|
2022
Q1 | $758K | Hold |
14,000
| – | – | 0.01% | 1031 |
|
|
2021
Q4 | $817K | Hold |
14,000
| – | – | 0.01% | 1022 |
|
|
2021
Q3 | $856K | Hold |
14,000
| – | – | 0.01% | 921 |
|
|
2021
Q2 | $998K | Hold |
14,000
| – | – | 0.01% | 840 |
|
|
2021
Q1 | $883K | Hold |
14,000
| – | – | 0.01% | 813 |
|
|
2020
Q4 | $773K | Sell |
14,000
-686
| -5% | -$37.9K | 0.01% | 795 |
|
|
2020
Q3 | $753K | Hold |
14,686
| – | – | 0.01% | 716 |
|
|
2020
Q2 | $826K | Hold |
14,686
| – | – | 0.01% | 686 |
|
|
2020
Q1 | $896K | Hold |
14,686
| – | – | 0.02% | 508 |
|
|
2019
Q4 | $1.04M | Sell |
14,686
-314
| -2% | -$22.3K | 0.02% | 525 |
|
|
2019
Q3 | $1.08M | Hold |
15,000
| – | – | 0.03% | 429 |
|
|
2019
Q2 | $1.17M | Hold |
15,000
| – | – | 0.04% | 358 |
|
|
2019
Q1 | $1.03M | Buy |
+15,000
| New | +$1.03M | 0.07% | 214 |
|