Bartlett & Co Wealth Management’s Aegon AEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$40.2K	Hold	5,000	–	–	﹤0.01%	723
2025 Q4	$38.5K	Hold	5,000	–	–	﹤0.01%	713
2025 Q3	$40K	Hold	5,000	–	–	﹤0.01%	707
2025 Q2	$37.3K	Hold	5,000	–	–	﹤0.01%	709
2025 Q1	$33K	Hold	5,000	–	–	﹤0.01%	731
2024 Q4	$29.4K	Hold	5,000	–	–	﹤0.01%	744
2024 Q3	$31.9K	Hold	5,000	–	–	﹤0.01%	737
2024 Q2	$31.5K	Hold	5,000	–	–	﹤0.01%	746
2024 Q1	$30.3K	Hold	5,000	–	–	﹤0.01%	747
2023 Q4	$28.9K	Hold	5,000	–	–	﹤0.01%	801
2023 Q3	$24K	Hold	5,000	–	–	﹤0.01%	785
2023 Q2	$25.4K	Hold	5,000	–	–	﹤0.01%	778
2023 Q1	$21.5K	Hold	5,000	–	–	﹤0.01%	698
2022 Q4	$25.2K	Hold	5,000	–	–	﹤0.01%	679
2022 Q3	$19.8K	Sell	5,000 -119	-2%	-$518	﹤0.01%	707
2022 Q2	$22.4K	Sell	5,119 -109	-2%	-$541	﹤0.01%	712
2022 Q1	$26.4K	Buy	+5,228	New	+$26.4K	﹤0.01%	691
2021 Q4	–	Sell	-5,228	Closed	-$25.4K	–	412
2021 Q3	$25.4K	Sell	5,228 -101	-2%	-$438	﹤0.01%	611
2021 Q2	$21K	Sell	5,329 -90	-2%	-$383	﹤0.01%	618
2021 Q1	$23.6K	Hold	5,419	–	–	﹤0.01%	644
2020 Q4	$19.8K	Buy	+5,419	New	+$16.6K	﹤0.01%	668