AE Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.94M | Buy |
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|
2025
Q2 | $4.91M | Buy |
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|
2025
Q1 | $4.06M | Sell |
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|
2024
Q4 | $4.74M | Sell |
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|
2024
Q3 | $4.55M | Sell |
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|
2024
Q2 | $3.78M | Sell |
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|
2024
Q1 | $4.06M | Sell |
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|
2023
Q4 | $5.15M | Buy |
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|
2023
Q3 | $1.38M | Sell |
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|
2023
Q2 | $2.61M | Buy |
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|
2023
Q1 | $1.78M | Sell |
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|
2022
Q4 | $2.05M | Buy |
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|
2022
Q3 | $1.68M | Buy |
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|
2022
Q2 | $519K | Sell |
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|
2022
Q1 | $820K | Buy |
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|
2021
Q4 | $858K | Buy |
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|
2021
Q3 | $599K | Buy |
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|
2021
Q2 | $438K | Sell |
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|
2021
Q1 | $1.41M | Buy |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $793K | Sell |
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|
2020
Q2 | $813K | Sell |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | $285K | Buy |
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