Diversify Wealth Management’s Aegon AEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
143,517
+22,773
| +19% | +$169K | 0.07% | 257 |
|
|
2025
Q1 | $787K | Buy |
120,744
+11,524
| +11% | +$75.1K | 0.06% | 276 |
|
|
2024
Q4 | $649K | Buy |
109,220
+18,084
| +20% | +$107K | 0.05% | 300 |
|
|
2024
Q3 | $583K | Buy |
91,136
+5,472
| +6% | +$35K | 0.06% | 291 |
|
|
2024
Q2 | $501K | Buy |
+85,664
| New | +$501K | 0.06% | 274 |
|