Beaird Harris Wealth Management’s First Majestic Silver AG Stock Holding History

Beaird Harris Wealth Management’s Portfolio AG Stock Details AG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.5K	Hold	1,327	–	–	﹤0.01%	329
2026 Q1	$28.5K	Hold	1,327	–	–	﹤0.01%	292
2025 Q4	$22.1K	Hold	1,327	–	–	﹤0.01%	329
2025 Q3	$16.3K	Hold	1,327	–	–	﹤0.01%	348
2025 Q2	$11K	Hold	1,327	–	–	﹤0.01%	375
2025 Q1	$8.88K	Buy	1,327 +1,029	+345%	+$6.13K	﹤0.01%	355
2024 Q4	$1.64K	Hold	298	–	–	﹤0.01%	455
2024 Q3	$1.79K	Hold	298	–	–	﹤0.01%	451
2024 Q2	$1.76K	Hold	298	–	–	﹤0.01%	547
2024 Q1	$1.75K	Hold	298	–	–	﹤0.01%	487
2023 Q4	$1.83K	Buy	298 +1	+0.3%	+$6	﹤0.01%	470
2023 Q3	$1.53K	Hold	297	–	–	﹤0.01%	374
2023 Q2	$1.68K	Hold	297	–	–	﹤0.01%	378
2023 Q1	$2.14K	Sell	297 -629	-68%	-$4.63K	﹤0.01%	372
2022 Q4	$7.72K	Hold	926	–	–	﹤0.01%	356
2022 Q3	$7K	Hold	926	–	–	﹤0.01%	309
2022 Q2	$7K	Buy	926 +1	+0.1%	+$10	﹤0.01%	273
2022 Q1	$12K	Buy	925 +629	+213%	+$7.36K	﹤0.01%	300
2021 Q4	$3K	Buy	+296	New	+$3.57K	﹤0.01%	518

Other funds holding AG

Towarzystwo Funduszy Inwestycyjnych Allianz Polska Warszawa, Poland $46.6M AUM 51.22% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return