Beverly Hills Private Wealth’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	–	Sell	-17,851	Closed	-$138K	–	351
2025 Q4	$138K	Hold	17,851	–	–	0.02%	326
2025 Q3	$143K	Sell	17,851 -3,280	-16%	-$24.5K	0.03%	336
2025 Q2	$153K	Sell	21,131 -1,208	-5%	-$8.07K	0.03%	333
2025 Q1	$147K	Buy	22,339 +483	+2%	+$3.09K	0.03%	333
2024 Q4	$129K	Sell	21,856 -296	-1%	-$1.86K	0.03%	328
2024 Q3	$142K	Sell	22,152 -6,307	-22%	-$39K	0.03%	330
2024 Q2	$174K	Buy	+28,459	New	+$180K	0.04%	340
2023 Q2	–	Sell	-39,775	Closed	-$171K	–	319
2023 Q1	$171K	Buy	39,775 +16,479	+71%	+$83.4K	0.05%	268
2022 Q4	$117K	Buy	+23,296	New	+$108K	0.05%	224