Axxcess Wealth Management’s Aegon AEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.2K | Hold |
10,807
| – | – | ﹤0.01% | 870 |
|
|
2025
Q1 | $71.2K | Buy |
10,807
+170
| +2% | +$1.12K | ﹤0.01% | 834 |
|
|
2024
Q4 | $62.7K | Sell |
10,637
-105
| -1% | -$618 | ﹤0.01% | 841 |
|
|
2024
Q3 | $68.6K | Buy |
10,742
+14
| +0.1% | +$89 | ﹤0.01% | 873 |
|
|
2024
Q2 | $65.8K | Buy |
+10,728
| New | +$65.8K | ﹤0.01% | 829 |
|
|
2024
Q1 | – | Sell |
-10,236
| Closed | -$59K | – | 868 |
|
|
2023
Q4 | $59K | Sell |
10,236
-1,924
| -16% | -$11.1K | ﹤0.01% | 813 |
|
|
2023
Q3 | $58.4K | Buy |
+12,160
| New | +$58.4K | ﹤0.01% | 783 |
|