Baron Wealth Management’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 | $381K | Hold |
2,877
| – | – | 0.14% | 116 |
|
|
2025
Q1 | $274K | Hold |
2,877
| – | – | 0.12% | 143 |
|
|
2024
Q4 | $333K | Hold |
2,877
| – | – | 0.16% | 108 |
|
|
2024
Q3 | $303K | Sell |
2,877
-3
| -0.1% | -$316 | 0.15% | 121 |
|
|
2024
Q2 | $313K | Buy |
2,880
+3
| +0.1% | +$326 | 0.16% | 104 |
|
|
2024
Q1 | $293K | Hold |
2,877
| – | – | 0.16% | 124 |
|
|
2023
Q4 | $313K | Hold |
2,877
| – | – | 0.17% | 101 |
|
|
2023
Q3 | $297K | Hold |
2,877
| – | – | 0.19% | 92 |
|
|
2023
Q2 | $321K | Hold |
2,877
| – | – | 0.2% | 85 |
|
|
2023
Q1 | $282K | Hold |
2,877
| – | – | 0.2% | 90 |
|
|
2022
Q4 | $247K | Buy |
+2,877
| New | +$247K | 0.19% | 101 |
|