Pinnacle Wealth Planning Services’s Aegon AEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$41.3K	Buy	5,690 +1,629	+40%	+$12.1K	﹤0.01%	1309
2025 Q4	$31.3K	Buy	+4,061	New	+$31K	﹤0.01%	1498
2023 Q2	–	Sell	-10,692	Closed	-$46K	–	461
2023 Q1	$46K	Sell	10,692 -32	-0.3%	-$162	0.01%	462
2022 Q4	$54K	Sell	10,724 -4,910	-31%	-$22.7K	0.01%	430
2022 Q3	$62K	Sell	15,634 -446	-3%	-$1.94K	0.01%	390
2022 Q2	$69K	Sell	16,080 -342	-2%	-$1.7K	0.01%	400
2022 Q1	$83K	Hold	16,422	–	–	0.02%	415
2021 Q4	$78K	Sell	16,422 -1,356	-8%	-$6.34K	0.02%	406
2021 Q3	$87K	Buy	+17,778	New	+$77K	0.02%	361
2021 Q1	–	Sell	-2,639	Closed	-$10K	–	370
2020 Q4	$10K	Buy	+2,639	New	+$8.07K	﹤0.01%	1377
2020 Q2	–	Sell	-15,841	Closed	-$35K	–	270
2020 Q1	$35K	Buy	+15,841	New	+$52.8K	0.02%	229