Annis Gardner Whiting Capital Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8K | Buy |
237
+15
| +7% | +$1.44K | 0.01% | 541 |
|
|
2025
Q1 | $22.3K | Buy |
222
+11
| +5% | +$1.1K | 0.01% | 440 |
|
|
2024
Q4 | $18.8K | Buy |
211
+28
| +15% | +$2.5K | 0.01% | 448 |
|
|
2024
Q3 | $16K | Hold |
183
| – | – | ﹤0.01% | 491 |
|
|
2024
Q2 | $13K | Buy |
183
+9
| +5% | +$640 | ﹤0.01% | 645 |
|
|
2024
Q1 | $12.9K | Buy |
174
+34
| +24% | +$2.52K | ﹤0.01% | 637 |
|
|
2023
Q4 | $10.1K | Sell |
140
-100
| -42% | -$7.23K | ﹤0.01% | 476 |
|
|
2023
Q3 | $18K | Buy |
+240
| New | +$18K | 0.01% | 400 |
|