Wealth Architects, LLC Aegon Nv Transaction History

Wealth Architects, LLC

$848 Million
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 21, 2023	SELL	$4.1 - $5.59 $52,414 - $71,462	-12,784 Reduced 39.41%	19,656 $84,000
Q4 2022 Feb 09, 2023	SELL	$3.78 - $5.14 $43,371 - $58,976	-11,474 Reduced 26.13%	32,440 $163,000
Q3 2022 Oct 24, 2022	BUY	$3.93 - $24.32 $172,582 - $1.07 Million	43,914 New	43,914 $174,000
Q4 2021 Jan 19, 2022	SELL	$4.4 - $5.25 $48,048 - $57,330	-10,920 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$3.93 - $5.09 $5,729 - $7,421	-1,458 Reduced 11.78%	10,920 $55,000
Q2 2021 Aug 09, 2021	SELL	$4.1 - $4.96 $307 - $372	-75 Reduced 0.6%	12,378 $51,000
Q1 2021 Apr 29, 2021	BUY	$3.88 - $5.06 $7,965 - $10,388	2,053 Added 19.74%	12,453 $59,000
Q4 2020 Jan 28, 2021	SELL	$2.64 - $3.95 $19,998 - $29,921	-7,575 Reduced 42.14%	10,400 $41,000
Q3 2020 Nov 09, 2020	BUY	$2.32 - $3.47 $18,010 - $26,937	7,763 Added 76.02%	17,975 $46,000
Q2 2020 Aug 14, 2020	BUY	$2.23 - $3.44 $22,772 - $35,129	10,212 New	10,212 $30,000
Q1 2020 Apr 23, 2020	SELL	$1.88 - $4.6 $48,410 - $118,449	-25,750 Closed	0 $0
Q4 2019 Jan 28, 2020	BUY	$3.95 - $4.69 $1,481 - $1,758	375 Added 1.48%	25,750 $117,000
Q3 2019 Oct 23, 2019	BUY	$3.69 - $5.14 $93,633 - $130,427	25,375 New	25,375 $105,000
Q2 2019 Jul 12, 2019	SELL	$4.54 - $5.28 $90,881 - $105,695	-20,018 Closed	0 $0
Q1 2019 May 01, 2019	BUY	$4.6 - $5.38 $3,081 - $3,604	670 Added 3.46%	20,018 $96,000
Q4 2018 Jan 17, 2019	BUY	$4.48 - $6.54 $1,966 - $2,871	439 Added 2.32%	19,348 $90,000
Q4 2017 Jan 31, 2018	SELL	$5.52 - $6.31 $15,086 - $17,245	-2,733 Reduced 12.63%	18,909 $119,000
Q2 2017 Aug 10, 2017	BUY	N/A	21,642	21,642 $110,000

Others Institutions Holding AEG

# of Institutions

Shares Held

538K

Call Options Held

Put Options Held

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About AEGON NV

Ticker AEG
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,977,149,952
Market Cap $11.5B
Description
Aegon N.V. provides insurance, pensions, and asset management services in the Americas, the Netherlands, and the United Kingdom. The company offers life, accident, and health insurance; savings, pension, annuities, and mutual funds; property and casualty insurance; retirement plans and individual retirement accounts; voluntary employee benefits;...

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