Baird Financial Group’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
2,206
-475
| -18% | -$62.9K | ﹤0.01% | 1597 |
|
|
2025
Q1 | $256K | Buy |
2,681
+793
| +42% | +$75.6K | ﹤0.01% | 1620 |
|
|
2024
Q4 | $218K | Buy |
+1,888
| New | +$218K | ﹤0.01% | 1654 |
|
|
2024
Q1 | – | Sell |
-1,919
| Closed | -$209K | – | 1751 |
|
|
2023
Q4 | $209K | Sell |
1,919
-50,726
| -96% | -$5.53M | ﹤0.01% | 1632 |
|
|
2023
Q3 | $5.43M | Buy |
52,645
+4,361
| +9% | +$450K | 0.01% | 606 |
|
|
2023
Q2 | $5.38M | Buy |
48,284
+41,665
| +629% | +$4.64M | 0.01% | 593 |
|
|
2023
Q1 | $649K | Sell |
6,619
-148
| -2% | -$14.5K | ﹤0.01% | 1228 |
|
|
2022
Q4 | $580K | Buy |
6,767
+3,482
| +106% | +$298K | ﹤0.01% | 1234 |
|
|
2022
Q3 | $255K | Sell |
3,285
-2,801
| -46% | -$217K | ﹤0.01% | 1517 |
|
|
2022
Q2 | $444K | Buy |
6,086
+115
| +2% | +$8.39K | ﹤0.01% | 1389 |
|
|
2022
Q1 | $514K | Sell |
5,971
-111
| -2% | -$9.56K | ﹤0.01% | 1391 |
|
|
2021
Q4 | $554K | Sell |
6,082
-316
| -5% | -$28.8K | ﹤0.01% | 1432 |
|
|
2021
Q3 | $562K | Buy |
6,398
+4,516
| +240% | +$397K | ﹤0.01% | 1420 |
|
|
2021
Q2 | $212K | Sell |
1,882
-1,214
| -39% | -$137K | ﹤0.01% | 1678 |
|
|
2021
Q1 | $338K | Buy |
+3,096
| New | +$338K | ﹤0.01% | 1479 |
|