Mission Wealth Management’s Argan AGX Stock Holding History

Mission Wealth Management’s Portfolio AGX Stock Details AGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.84M	Sell	5,210 -300	-5%	-$122K	0.06%	171
2025 Q4	$1.73M	Sell	5,510 -40	-0.7%	-$12.7K	0.04%	233
2025 Q3	$1.5M	Sell	5,550 -100	-2%	-$22.9K	0.03%	257
2025 Q2	$1.25M	Hold	5,650	–	–	0.03%	287
2025 Q1	$741K	Hold	5,650	–	–	0.02%	366
2024 Q4	$774K	Hold	5,650	–	–	0.02%	337
2024 Q3	$573K	Hold	5,650	–	–	0.01%	402
2024 Q2	$413K	Hold	5,650	–	–	0.01%	456
2024 Q1	$286K	Hold	5,650	–	–	0.01%	572
2023 Q4	$264K	Hold	5,650	–	–	0.01%	496
2023 Q3	$257K	Hold	5,650	–	–	0.01%	469
2023 Q2	$223K	Buy	5,650 +250	+5%	+$10.1K	0.01%	496
2023 Q1	$219K	Buy	+5,400	New	+$212K	0.01%	492
2022 Q3	–	Sell	-5,400	Closed	-$202K	–	511
2022 Q2	$202K	Hold	5,400	–	–	0.01%	475
2022 Q1	$219K	Buy	+5,400	New	+$212K	0.01%	481
2021 Q4	–	Sell	-5,000	Closed	-$218K	–	541
2021 Q3	$218K	Hold	5,000	–	–	0.01%	475
2021 Q2	$239K	Hold	5,000	–	–	0.01%	440
2021 Q1	$267K	Hold	5,000	–	–	0.02%	386
2020 Q4	$222K	Hold	5,000	–	–	0.01%	389
2020 Q3	$210K	Hold	5,000	–	–	0.02%	339
2020 Q2	$237K	Buy	+5,000	New	+$191K	0.02%	289
2020 Q1	–	Sell	-6,250	Closed	-$251K	–	296
2019 Q4	$251K	Hold	6,250	–	–	0.02%	283
2019 Q3	$246K	Buy	+6,250	New	+$252K	0.03%	272
2017 Q4	–	Sell	-3,000	Closed	-$202K	–	233
2017 Q3	$202K	Buy	+3,000	New	+$188K	0.04%	189
2017 Q1	–	Sell	-4,000	Closed	-$282K	–	197
2016 Q4	$282K	Hold	4,000	–	–	0.06%	136
2016 Q3	$237K	Buy	+4,000	New	+$196K	0.06%	141

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Renaissance Technologies

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Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return