Beverly Hills Private Wealth’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Sell |
21,131
-1,208
| -5% | -$8.75K | 0.03% | 331 |
|
|
2025
Q1 | $147K | Buy |
22,339
+483
| +2% | +$3.18K | 0.03% | 331 |
|
|
2024
Q4 | $129K | Sell |
21,856
-296
| -1% | -$1.74K | 0.03% | 328 |
|
|
2024
Q3 | $142K | Sell |
22,152
-6,307
| -22% | -$40.3K | 0.03% | 330 |
|
|
2024
Q2 | $174K | Buy |
+28,459
| New | +$174K | 0.04% | 340 |
|
|
2023
Q2 | – | Sell |
-39,775
| Closed | -$171K | – | 317 |
|
|
2023
Q1 | $171K | Buy |
39,775
+16,479
| +71% | +$70.9K | 0.05% | 268 |
|
|
2022
Q4 | $117K | Buy |
+23,296
| New | +$117K | 0.05% | 224 |
|