Atlas Capital Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189 | Hold |
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|
2025
Q1 | $223 | Hold |
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|
2024
Q4 | $231 | Sell |
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|
2024
Q3 | $50.3K | Sell |
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|
2024
Q2 | $130K | Buy |
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|
2024
Q1 | $322 | Hold |
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|
2023
Q4 | $346 | Hold |
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|
2023
Q3 | $273 | Sell |
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|
2023
Q2 | $10.8K | Hold |
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|
2023
Q1 | $12.5K | Hold |
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|
2022
Q4 | $14.9K | Hold |
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|
2022
Q3 | $11.7K | Buy |
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|
2022
Q2 | $378 | Hold |
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|
2022
Q1 | $463 | Hold |
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|
2021
Q4 | $437 | Sell |
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|
2021
Q3 | $54.2K | Sell |
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|
2021
Q2 | $133K | Buy |
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|
2021
Q1 | $136K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $181K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $380K | Buy |
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|
2019
Q1 | $221K | Hold |
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|
2018
Q4 | $177K | Sell |
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|
2018
Q3 | $225K | Buy |
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