Avidian Wealth Enterprises’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,010
| Closed | -$323K | – | 551 |
|
|
2025
Q1 | $323K | Buy |
26,010
+10,839
| +71% | +$135K | 0.01% | 399 |
|
|
2024
Q4 | $195K | Buy |
15,171
+3,027
| +25% | +$39K | 0.01% | 491 |
|
|
2024
Q3 | $244K | Buy |
12,144
+304
| +3% | +$6.1K | 0.01% | 438 |
|
|
2024
Q2 | $208K | Buy |
+11,840
| New | +$208K | 0.01% | 462 |
|