Baker Tilly Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $342K | Buy |
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|
2025
Q2 | $263K | Buy |
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|
2025
Q1 | $307K | Buy |
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|
2024
Q4 | $167K | Sell |
|
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $350K | Sell |
|
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|
2024
Q1 | $806K | Sell |
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|
2023
Q4 | $879K | Buy |
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|
2023
Q3 | $558K | Buy |
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|
2023
Q2 | $464K | Buy |
|
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|
2023
Q1 | $478K | Sell |
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|
2022
Q4 | $683K | Buy |
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|
2022
Q3 | $502K | Sell |
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|
2022
Q2 | $474K | Buy |
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|
2022
Q1 | $558K | Buy |
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|
2021
Q4 | $493K | Buy |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $326K | Buy |
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|
2021
Q1 | $312K | Buy |
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|
2020
Q4 | $232K | Buy |
|