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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $40K | Hold |
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|
2025
Q2 | $37.3K | Hold |
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|
2025
Q1 | $33K | Hold |
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|
2024
Q4 | $29.4K | Hold |
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|
2024
Q3 | $31.9K | Hold |
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|
2024
Q2 | $31.5K | Hold |
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|
2024
Q1 | $30.3K | Hold |
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|
2023
Q4 | $28.9K | Hold |
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|
2023
Q3 | $24K | Hold |
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|
2023
Q2 | $25.4K | Hold |
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|
2023
Q1 | $21.5K | Hold |
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|
2022
Q4 | $25.2K | Hold |
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|
2022
Q3 | $19.8K | Sell |
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|
2022
Q2 | $22.4K | Sell |
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|
2022
Q1 | $26.4K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $25.4K | Sell |
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|
2021
Q2 | $21K | Sell |
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|
2021
Q1 | $23.6K | Hold |
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|
2020
Q4 | $19.8K | Buy |
|