BPFA
Barnes Pettey Financial Advisors’s American Airlines Group AAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-40,590
| Closed | -$558K | – | 95 |
|
|
2023
Q4 | $558K | Sell |
40,590
-10,171
| -20% | -$140K | 0.45% | 50 |
|
|
2023
Q3 | $650K | Sell |
50,761
-3,700
| -7% | -$47.4K | 0.6% | 39 |
|
|
2023
Q2 | $977K | Sell |
54,461
-1,408
| -3% | -$25.3K | 0.84% | 30 |
|
|
2023
Q1 | $824K | Hold |
55,869
| – | – | 0.79% | 31 |
|
|
2022
Q4 | $711K | Buy |
55,869
+2,819
| +5% | +$35.9K | 0.73% | 38 |
|
|
2022
Q3 | $639K | Buy |
53,050
+1,039
| +2% | +$12.5K | 0.87% | 29 |
|
|
2022
Q2 | $659K | Sell |
52,011
-30,490
| -37% | -$386K | 0.85% | 30 |
|
|
2022
Q1 | $1.51M | Buy |
82,501
+57
| +0.1% | +$1.04K | 1.82% | 14 |
|
|
2021
Q4 | $1.48M | Buy |
+82,444
| New | +$1.48M | 1.7% | 13 |
|