Baker Tilly Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
25,047
+315
| +1% | +$3.31K | 0.09% | 203 |
|
|
2025
Q1 | $307K | Buy |
24,732
+11,764
| +91% | +$146K | 0.12% | 184 |
|
|
2024
Q4 | $167K | Sell |
12,968
-4,934
| -28% | -$63.5K | 0.07% | 234 |
|
|
2024
Q3 | $359K | Sell |
17,902
-2,007
| -10% | -$40.3K | 0.16% | 155 |
|
|
2024
Q2 | $350K | Sell |
19,909
-25,049
| -56% | -$440K | 0.14% | 172 |
|
|
2024
Q1 | $806K | Sell |
44,958
-715
| -2% | -$12.8K | 0.15% | 155 |
|
|
2023
Q4 | $879K | Buy |
45,673
+8,943
| +24% | +$172K | 0.14% | 153 |
|
|
2023
Q3 | $558K | Buy |
36,730
+14,350
| +64% | +$218K | 0.09% | 234 |
|
|
2023
Q2 | $464K | Buy |
22,380
+2,519
| +13% | +$52.2K | 0.05% | 358 |
|
|
2023
Q1 | $478K | Sell |
19,861
-3,876
| -16% | -$93.3K | 0.05% | 346 |
|
|
2022
Q4 | $683K | Buy |
23,737
+1,510
| +7% | +$43.4K | 0.08% | 257 |
|
|
2022
Q3 | $502K | Sell |
22,227
-347
| -2% | -$7.84K | 0.07% | 289 |
|
|
2022
Q2 | $474K | Buy |
22,574
+888
| +4% | +$18.6K | 0.06% | 321 |
|
|
2022
Q1 | $558K | Buy |
21,686
+1,383
| +7% | +$35.6K | 0.06% | 318 |
|
|
2021
Q4 | $493K | Buy |
20,303
+4,281
| +27% | +$104K | 0.05% | 347 |
|
|
2021
Q3 | $366K | Buy |
16,022
+3,524
| +28% | +$80.5K | 0.05% | 380 |
|
|
2021
Q2 | $326K | Buy |
12,498
+874
| +8% | +$22.8K | 0.05% | 377 |
|
|
2021
Q1 | $312K | Buy |
11,624
+1,733
| +18% | +$46.5K | 0.06% | 353 |
|
|
2020
Q4 | $232K | Buy |
+9,891
| New | +$232K | 0.07% | 292 |
|