Bartlett & Co Wealth Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.3K | Hold |
5,000
| – | – | ﹤0.01% | 709 |
|
|
2025
Q1 | $33K | Hold |
5,000
| – | – | ﹤0.01% | 731 |
|
|
2024
Q4 | $29.5K | Hold |
5,000
| – | – | ﹤0.01% | 744 |
|
|
2024
Q3 | $32K | 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% | -$471 | ﹤0.01% | 707 |
|
|
2022
Q2 | $22.4K | Sell |
5,119
-109
| -2% | -$477 | ﹤0.01% | 712 |
|
|
2022
Q1 | $26.5K | Buy |
+5,228
| New | +$26.5K | ﹤0.01% | 691 |
|
|
2021
Q4 | – | Sell |
-5,228
| Closed | -$25.5K | – | 412 |
|
|
2021
Q3 | $25.5K | Sell |
5,228
-101
| -2% | -$492 | ﹤0.01% | 611 |
|
|
2021
Q2 | $21K | Sell |
5,329
-90
| -2% | -$355 | ﹤0.01% | 618 |
|
|
2021
Q1 | $23.7K | Hold |
5,419
| – | – | ﹤0.01% | 644 |
|
|
2020
Q4 | $19.8K | Buy |
+5,419
| New | +$19.8K | ﹤0.01% | 668 |
|