EWM
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Empirical Wealth Management’s Aegon AEG Stock Holding History

Empirical Wealth Management’s Portfolio AEG Stock Details AEG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$120K Buy
+16,571
New +$120K ﹤0.01% 671
2025
Q1 		– Sell
-21,329
Closed -$126K – 649
2024
Q4 		$126K Buy
21,329
+6,733
+46% +$39.7K ﹤0.01% 593
2024
Q3 		$93.3K Buy
+14,596
New +$93.3K ﹤0.01% 554