EP Wealth Advisors’s American Airlines Group AAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$237K	Sell	22,089 -2,697	-11%	-$35.7K	﹤0.01%	1307
2025 Q4	$380K	Buy	+24,786	New	+$334K	﹤0.01%	1008
2025 Q2	$275K	Buy	24,544 +1	+0%	+$11	﹤0.01%	1072
2025 Q1	$259K	Sell	24,543 -2,289	-9%	-$34.5K	﹤0.01%	997
2024 Q4	$468K	Sell	26,832 -2,162	-7%	-$31.1K	﹤0.01%	714
2024 Q3	$326K	Buy	28,994 +2,286	+9%	+$24.2K	﹤0.01%	824
2024 Q2	$303K	Sell	26,708 -366	-1%	-$4.81K	﹤0.01%	653
2024 Q1	$416K	Sell	27,074 -1,113	-4%	-$16.1K	﹤0.01%	558
2023 Q4	$387K	Buy	28,187 +2,145	+8%	+$26.9K	﹤0.01%	555
2023 Q3	$334K	Buy	26,042 +4,061	+18%	+$63K	0.01%	541
2023 Q2	$464K	Hold	21,981	–	–	0.01%	480
2023 Q1	$324K	Buy	21,981 +1,141	+5%	+$17.8K	0.01%	472
2022 Q4	$265K	Buy	+20,840	New	+$283K	﹤0.01%	493
2022 Q3	–	Sell	-19,555	Closed	-$248K	–	344
2022 Q2	$248K	Buy	19,555 +375	+2%	+$6.25K	0.01%	528
2022 Q1	$350K	Sell	19,180 -770	-4%	-$13.1K	0.01%	460
2021 Q4	$358K	Buy	19,950 +2,811	+16%	+$53.9K	0.01%	428
2021 Q3	$352K	Buy	+17,139	New	+$347K	0.01%	401