Bank Julius Baer & Co’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,226
| Closed | -$103K | – | 613 |
|
|
2024
Q4 | $103K | Buy |
7,226
+499
| +7% | +$7.09K | ﹤0.01% | 472 |
|
|
2024
Q3 | $160K | Sell |
6,727
-470
| -7% | -$11.2K | ﹤0.01% | 409 |
|
|
2024
Q2 | $141K | Sell |
7,197
-795
| -10% | -$15.5K | ﹤0.01% | 366 |
|
|
2024
Q1 | $143K | Sell |
7,992
-6
| -0.1% | -$108 | ﹤0.01% | 412 |
|
|
2023
Q4 | $154K | Sell |
7,998
-95
| -1% | -$1.83K | ﹤0.01% | 418 |
|
|
2023
Q3 | $123K | Buy |
8,093
+208
| +3% | +$3.16K | ﹤0.01% | 407 |
|
|
2023
Q2 | $163K | Sell |
7,885
-107
| -1% | -$2.21K | ﹤0.01% | 427 |
|
|
2023
Q1 | $192K | Buy |
+7,992
| New | +$192K | ﹤0.01% | 438 |
|