EP Wealth Advisors’s American Airlines Group AAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
24,544
+1
| +0% | +$11 | ﹤0.01% | 1072 |
|
|
2025
Q1 | $259K | Sell |
24,543
-2,289
| -9% | -$24.1K | ﹤0.01% | 997 |
|
|
2024
Q4 | $468K | Sell |
26,832
-2,162
| -7% | -$37.7K | ﹤0.01% | 714 |
|
|
2024
Q3 | $326K | Buy |
28,994
+2,286
| +9% | +$25.7K | ﹤0.01% | 824 |
|
|
2024
Q2 | $303K | Sell |
26,708
-366
| -1% | -$4.15K | ﹤0.01% | 653 |
|
|
2024
Q1 | $416K | Sell |
27,074
-1,113
| -4% | -$17.1K | ﹤0.01% | 558 |
|
|
2023
Q4 | $387K | Buy |
28,187
+2,145
| +8% | +$29.5K | ﹤0.01% | 555 |
|
|
2023
Q3 | $334K | Buy |
26,042
+4,061
| +18% | +$52K | 0.01% | 541 |
|
|
2023
Q2 | $464K | Hold |
21,981
| – | – | 0.01% | 480 |
|
|
2023
Q1 | $324K | Buy |
21,981
+1,141
| +5% | +$16.8K | 0.01% | 472 |
|
|
2022
Q4 | $265K | Buy |
+20,840
| New | +$265K | ﹤0.01% | 493 |
|
|
2022
Q3 | – | Sell |
-19,555
| Closed | -$248K | – | 344 |
|
|
2022
Q2 | $248K | Buy |
19,555
+375
| +2% | +$4.76K | 0.01% | 528 |
|
|
2022
Q1 | $350K | Sell |
19,180
-770
| -4% | -$14.1K | 0.01% | 460 |
|
|
2021
Q4 | $358K | Buy |
19,950
+2,811
| +16% | +$50.4K | 0.01% | 428 |
|
|
2021
Q3 | $352K | Buy |
+17,139
| New | +$352K | 0.01% | 401 |
|