Laird Norton Wetherby Wealth Management’s Aegon AEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
+181,151
| New | +$1.31M | 0.06% | 300 |
|
|
2024
Q4 | $1.13M | Sell |
192,352
-2,189
| -1% | -$12.9K | 0.05% | 312 |
|
|
2024
Q3 | $1.24M | Sell |
194,541
-3,217
| -2% | -$20.6K | 0.06% | 303 |
|
|
2024
Q2 | $1.21M | Sell |
197,758
-1,108
| -0.6% | -$6.79K | 0.06% | 297 |
|
|
2024
Q1 | $1.2M | Sell |
198,866
-8,584
| -4% | -$51.9K | 0.06% | 322 |
|
|
2023
Q4 | $1.19M | Buy |
207,450
+527
| +0.3% | +$3.04K | 0.06% | 313 |
|
|
2023
Q3 | $993K | Buy |
206,923
+8,963
| +5% | +$43K | 0.06% | 331 |
|
|
2023
Q2 | $1M | Buy |
197,960
+10,608
| +6% | +$53.8K | 0.05% | 337 |
|
|
2023
Q1 | $806K | Sell |
187,352
-6,571
| -3% | -$28.3K | 0.05% | 386 |
|
|
2022
Q4 | $977K | Buy |
193,923
+30,272
| +18% | +$153K | 0.06% | 330 |
|
|
2022
Q3 | $648K | Sell |
163,651
-31,000
| -16% | -$123K | 0.05% | 407 |
|
|
2022
Q2 | $833K | Buy |
194,651
+61,164
| +46% | +$262K | 0.06% | 334 |
|
|
2022
Q1 | $675K | Buy |
133,487
+837
| +0.6% | +$4.23K | 0.04% | 422 |
|
|
2021
Q4 | $627K | Sell |
132,650
-3,444
| -3% | -$16.3K | 0.04% | 439 |
|
|
2021
Q3 | $663K | Buy |
136,094
+3,667
| +3% | +$17.9K | 0.04% | 401 |
|
|
2021
Q2 | $513K | Buy |
132,427
+19
| +0% | +$74 | 0.03% | 496 |
|
|
2021
Q1 | $578K | Sell |
132,408
-253
| -0.2% | -$1.1K | 0.04% | 399 |
|
|
2020
Q4 | $484K | Sell |
132,661
-1,683
| -1% | -$6.14K | 0.03% | 467 |
|
|
2020
Q3 | $317K | Sell |
134,344
-15,919
| -11% | -$37.6K | 0.03% | 508 |
|
|
2020
Q2 | $408K | Sell |
150,263
-9,621
| -6% | -$26.1K | 0.04% | 408 |
|
|
2020
Q1 | $367K | Buy |
159,884
+113,673
| +246% | +$261K | 0.04% | 395 |
|
|
2019
Q4 | $193K | Sell |
46,211
-2,773
| -6% | -$11.6K | 0.02% | 668 |
|
|
2019
Q3 | $187K | Sell |
48,984
-10,560
| -18% | -$40.3K | 0.02% | 664 |
|
|
2019
Q2 | $262K | Buy |
59,544
+6,578
| +12% | +$28.9K | 0.03% | 577 |
|
|
2019
Q1 | $217K | Buy |
52,966
+433
| +0.8% | +$1.77K | 0.03% | 594 |
|
|
2018
Q4 | $209K | Buy |
52,533
+4,491
| +9% | +$17.9K | 0.03% | 574 |
|
|
2018
Q3 | $265K | Sell |
48,042
-274
| -0.6% | -$1.51K | 0.03% | 535 |
|
|
2018
Q2 | $239K | Sell |
48,316
-618
| -1% | -$3.06K | 0.03% | 539 |
|
|
2018
Q1 | $269K | Buy |
48,934
+2,822
| +6% | +$15.5K | 0.04% | 506 |
|
|
2017
Q4 | $236K | Buy |
46,112
+655
| +1% | +$3.35K | 0.03% | 537 |
|
|
2017
Q3 | $214K | Buy |
45,457
+838
| +2% | +$3.95K | 0.03% | 546 |
|
|
2017
Q2 | $180K | Buy |
44,619
+1,035
| +2% | +$4.18K | 0.03% | 537 |
|
|
2017
Q1 | $172K | Buy |
43,584
+4,188
| +11% | +$16.5K | 0.03% | 534 |
|
|
2016
Q4 | $168K | Buy |
39,396
+4,432
| +13% | +$18.9K | 0.03% | 506 |
|
|
2016
Q3 | $104K | Buy |
34,964
+1,354
| +4% | +$4.03K | 0.02% | 513 |
|
|
2016
Q2 | $100K | Sell |
33,610
-4,930
| -13% | -$14.7K | 0.02% | 500 |
|
|
2016
Q1 | $153K | Sell |
38,540
-4,308
| -10% | -$17.1K | 0.04% | 457 |
|
|
2015
Q4 | $175K | Sell |
42,848
-3,139
| -7% | -$12.8K | 0.04% | 428 |
|
|
2015
Q3 | $190K | Sell |
45,987
-3,790
| -8% | -$15.7K | 0.05% | 419 |
|
|
2015
Q2 | $259K | Sell |
49,777
-1,238
| -2% | -$6.44K | 0.06% | 363 |
|
|
2015
Q1 | $279K | Sell |
51,015
-30
| -0.1% | -$164 | 0.07% | 335 |
|
|
2014
Q4 | $265K | Buy |
51,045
+8,170
| +19% | +$42.4K | 0.07% | 338 |
|
|
2014
Q3 | $244K | Sell |
42,875
-3,569
| -8% | -$20.3K | 0.07% | 346 |
|
|
2014
Q2 | $276K | Sell |
46,444
-6,967
| -13% | -$41.4K | 0.08% | 318 |
|
|
2014
Q1 | $334K | Buy |
53,411
+1,963
| +4% | +$12.3K | 0.1% | 275 |
|
|
2013
Q4 | $331K | Buy |
51,448
+226
| +0.4% | +$1.45K | 0.09% | 266 |
|
|
2013
Q3 | $258K | Buy |
51,222
+1,218
| +2% | +$6.14K | 0.08% | 310 |
|
|
2013
Q2 | $230K | Buy |
+50,004
| New | +$230K | 0.08% | 310 |
|