AE Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.91M | Buy |
54,865
+1,330
| +2% | +$119K | 0.04% | 353 |
|
|
2025
Q1 | $4.06M | Sell |
53,535
-7,735
| -13% | -$587K | 0.03% | 382 |
|
|
2024
Q4 | $4.74M | Sell |
61,270
-1,053
| -2% | -$81.4K | 0.04% | 350 |
|
|
2024
Q3 | $4.55M | Sell |
62,323
-407
| -0.6% | -$29.7K | 0.04% | 353 |
|
|
2024
Q2 | $3.78M | Sell |
62,730
-1,633
| -3% | -$98.4K | 0.04% | 392 |
|
|
2024
Q1 | $4.06M | Sell |
64,363
-23,484
| -27% | -$1.48M | 0.05% | 341 |
|
|
2023
Q4 | $5.15M | Buy |
87,847
+59,495
| +210% | +$3.49M | 0.03% | 578 |
|
|
2023
Q3 | $1.38M | Sell |
28,352
-24,100
| -46% | -$1.17M | 0.01% | 971 |
|
|
2023
Q2 | $2.61M | Buy |
52,452
+19,818
| +61% | +$988K | 0.02% | 753 |
|
|
2023
Q1 | $1.78M | Sell |
32,634
-822
| -2% | -$44.9K | 0.01% | 841 |
|
|
2022
Q4 | $2.05M | Buy |
33,456
+3,878
| +13% | +$238K | 0.01% | 734 |
|
|
2022
Q3 | $1.68M | Buy |
29,578
+19,369
| +190% | +$1.1M | 0.01% | 758 |
|
|
2022
Q2 | $519K | Sell |
10,209
-3,591
| -26% | -$183K | ﹤0.01% | 1180 |
|
|
2022
Q1 | $820K | Buy |
13,800
+1,548
| +13% | +$92K | 0.01% | 986 |
|
|
2021
Q4 | $858K | Buy |
12,252
+2,943
| +32% | +$206K | 0.01% | 991 |
|
|
2021
Q3 | $599K | Buy |
9,309
+1,839
| +25% | +$118K | ﹤0.01% | 1091 |
|
|
2021
Q2 | $438K | Sell |
7,470
-21,138
| -74% | -$1.24M | ﹤0.01% | 1188 |
|
|
2021
Q1 | $1.41M | Buy |
28,608
+3,489
| +14% | +$171K | 0.01% | 670 |
|
|
2020
Q4 | $1.11M | Buy |
25,119
+5,742
| +30% | +$254K | 0.01% | 680 |
|
|
2020
Q3 | $793K | Sell |
19,377
-1,047
| -5% | -$42.8K | 0.01% | 698 |
|
|
2020
Q2 | $813K | Sell |
20,424
-12,948
| -39% | -$515K | 0.01% | 689 |
|
|
2020
Q1 | $1.06M | Buy |
33,372
+25,398
| +319% | +$804K | 0.02% | 470 |
|
|
2019
Q4 | $285K | Buy |
+7,974
| New | +$285K | 0.01% | 918 |
|