Avondale Wealth Management’s Atlas Energy Solutions AESI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Hold |
8,000
| – | – | 0.06% | 72 |
|
|
2025
Q1 | $143K | Sell |
8,000
-4,250
| -35% | -$75.8K | 0.09% | 54 |
|
|
2024
Q4 | $272K | Sell |
12,250
-3,500
| -22% | -$77.6K | 0.17% | 47 |
|
|
2024
Q3 | $343K | Sell |
15,750
-250
| -2% | -$5.45K | 0.22% | 37 |
|
|
2024
Q2 | $319K | Buy |
16,000
+6,500
| +68% | +$130K | 0.22% | 40 |
|
|
2024
Q1 | $215K | Sell |
9,500
-1,000
| -10% | -$22.6K | 0.15% | 46 |
|
|
2023
Q4 | $181K | Buy |
10,500
+4,500
| +75% | +$77.5K | 0.15% | 46 |
|
|
2023
Q3 | $133K | Buy |
6,000
+3,000
| +100% | +$66.7K | 0.12% | 53 |
|
|
2023
Q2 | $52.1K | Buy |
+3,000
| New | +$52.1K | 0.04% | 78 |
|