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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $31.3K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $46K | Sell |
|
|||||
|
2022
Q4 | $54K | Sell |
|
|||||
|
2022
Q3 | $62K | Sell |
|
|||||
|
2022
Q2 | $69K | Sell |
|
|||||
|
2022
Q1 | $83K | Hold |
|
|||||
|
2021
Q4 | $78K | Sell |
|
|||||
|
2021
Q3 | $87K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $10K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $35K | Buy |
|