Annis Gardner Whiting Capital Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6K | Buy |
1,581
+1,551
| +5,170% | +$16.3K | 0.01% | 597 |
|
|
2025
Q1 | $373 | Hold |
30
| – | – | ﹤0.01% | 732 |
|
|
2024
Q4 | $387 | Buy |
+30
| New | +$387 | ﹤0.01% | 749 |
|
|
2024
Q3 | – | Sell |
-234
| Closed | -$4.11K | – | 734 |
|
|
2024
Q2 | $4.11K | Buy |
234
+30
| +15% | +$527 | ﹤0.01% | 796 |
|
|
2024
Q1 | $3.66K | Buy |
204
+60
| +42% | +$1.08K | ﹤0.01% | 793 |
|
|
2023
Q4 | $2.77K | Buy |
144
+67
| +87% | +$1.29K | ﹤0.01% | 603 |
|
|
2023
Q3 | $1.17K | Buy |
+77
| New | +$1.17K | ﹤0.01% | 641 |
|