Institute for Wealth Management’s American Airlines Group AAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-21,467
Closed -$295K 502
2023
Q4
$295K Buy
21,467
+5,671
+36% +$77.9K 0.05% 372
2023
Q3
$202K Sell
15,796
-12,542
-44% -$161K 0.04% 426
2023
Q2
$508K Buy
28,338
+1,500
+6% +$26.9K 0.09% 255
2023
Q1
$396K Hold
26,838
0.08% 293
2022
Q4
$341K Sell
26,838
-89
-0.3% -$1.13K 0.07% 323
2022
Q3
$324K Sell
26,927
-300
-1% -$3.61K 0.07% 321
2022
Q2
$345K Buy
27,227
+300
+1% +$3.8K 0.07% 357
2022
Q1
$491K Hold
26,927
0.08% 290
2021
Q4
$484K Hold
26,927
0.08% 286
2021
Q3
$553K Hold
26,927
0.1% 252
2021
Q2
$571K Hold
26,927
0.1% 244
2021
Q1
$644K Buy
26,927
+265
+1% +$6.34K 0.12% 209
2020
Q4
$420K Sell
26,662
-477
-2% -$7.51K 0.08% 283
2020
Q3
$334K Buy
27,139
+189
+0.7% +$2.33K 0.08% 295
2020
Q2
$352K Buy
26,950
+8,898
+49% +$116K 0.09% 298
2020
Q1
$220K Buy
+18,052
New +$220K 0.07% 345
2018
Q1
Sell
-6,095
Closed -$317K 254
2017
Q4
$317K Buy
+6,095
New +$317K 0.07% 296
2017
Q3
Sell
-6,072
Closed -$304K 250
2017
Q2
$304K Buy
+6,072
New +$304K 0.08% 307