Miller Investment Management’s Aegon AEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$413K	Hold	57,015	–	–	0.04%	84
2025 Q1	$376K	Hold	57,015	–	–	0.04%	84
2024 Q4	$336K	Hold	57,015	–	–	0.04%	88
2024 Q3	$364K	Hold	57,015	–	–	0.04%	88
2024 Q2	$350K	Hold	57,015	–	–	0.04%	88
2024 Q1	$345K	Hold	57,015	–	–	0.04%	90
2023 Q4	$328K	Hold	57,015	–	–	0.05%	87
2023 Q3	$274K	Hold	57,015	–	–	0.04%	85
2023 Q2	$289K	Hold	57,015	–	–	0.04%	87
2023 Q1	$245K	Hold	57,015	–	–	0.04%	88
2022 Q4	$287K	Hold	57,015	–	–	0.05%	84
2022 Q3	$226K	Sell	57,015 -1,358	-2%	-$5.38K	0.05%	87
2022 Q2	$250K	Sell	58,373 -1,241	-2%	-$5.32K	0.05%	84
2022 Q1	$302K	Hold	59,614	–	–	0.05%	82
2021 Q4	$282K	Hold	59,614	–	–	0.04%	86
2021 Q3	$290K	Buy	+59,614	New	+$290K	0.05%	77
2020 Q2	–	Sell	-61,791	Closed	-$142K	–	69
2020 Q1	$142K	Hold	61,791	–	–	0.05%	69
2019 Q4	$258K	Hold	61,791	–	–	0.06%	70
2019 Q3	$235K	Sell	61,791 -2,471	-4%	-$9.4K	0.05%	70
2019 Q2	$282K	Sell	64,262 -2,295	-3%	-$10.1K	0.06%	66
2019 Q1	$273K	Hold	66,557	–	–	0.07%	65
2018 Q4	$265K	Hold	66,557	–	–	0.08%	65
2018 Q3	$367K	Sell	66,557 -1,799	-3%	-$9.92K	0.11%	64
2018 Q2	$338K	Sell	68,356 -1,753	-3%	-$8.67K	0.1%	69
2018 Q1	$386K	Buy	+70,109	New	+$386K	0.13%	58
2017 Q1	–	Sell	-74,115	Closed	-$315K	–	71
2016 Q4	$315K	Hold	74,115	–	–	0.1%	64
2016 Q3	$220K	Buy	+74,115	New	+$220K	0.08%	68