Bartlett & Co Wealth Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Sell |
1,323
-2
| -0.2% | -$192 | ﹤0.01% | 501 |
|
|
2025
Q1 | $133K | Sell |
1,325
-604
| -31% | -$60.6K | ﹤0.01% | 497 |
|
|
2024
Q4 | $172K | Buy |
1,929
+700
| +57% | +$62.4K | ﹤0.01% | 464 |
|
|
2024
Q3 | $107K | Hold |
1,229
| – | – | ﹤0.01% | 535 |
|
|
2024
Q2 | $87.4K | Hold |
1,229
| – | – | ﹤0.01% | 574 |
|
|
2024
Q1 | $90.9K | Hold |
1,229
| – | – | ﹤0.01% | 576 |
|
|
2023
Q4 | $89.6K | Hold |
1,229
| – | – | ﹤0.01% | 593 |
|
|
2023
Q3 | $92K | Hold |
1,229
| – | – | ﹤0.01% | 557 |
|
|
2023
Q2 | $100K | Hold |
1,229
| – | – | ﹤0.01% | 542 |
|
|
2023
Q1 | $106K | Hold |
1,229
| – | – | ﹤0.01% | 458 |
|
|
2022
Q4 | $109K | Hold |
1,229
| – | – | ﹤0.01% | 460 |
|
|
2022
Q3 | $99K | Hold |
1,229
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $111K | Hold |
1,229
| – | – | ﹤0.01% | 449 |
|
|
2022
Q1 | $115K | Buy |
+1,229
| New | +$115K | ﹤0.01% | 463 |
|
|
2021
Q4 | – | Sell |
-1,229
| Closed | -$99.5K | – | 411 |
|
|
2021
Q3 | $99.5K | Hold |
1,229
| – | – | ﹤0.01% | 411 |
|
|
2021
Q2 | $98.4K | Hold |
1,229
| – | – | ﹤0.01% | 413 |
|
|
2021
Q1 | $100K | Sell |
1,229
-14
| -1% | -$1.14K | ﹤0.01% | 414 |
|
|
2020
Q4 | $97K | Buy |
1,243
+14
| +1% | +$1.09K | ﹤0.01% | 415 |
|
|
2020
Q3 | $97.2K | Hold |
1,229
| – | – | ﹤0.01% | 390 |
|
|
2020
Q2 | $86.5K | Hold |
1,229
| – | – | ﹤0.01% | 401 |
|
|
2020
Q1 | $89.5K | Hold |
1,229
| – | – | ﹤0.01% | 376 |
|
|
2019
Q4 | $94.4K | Sell |
1,229
-21
| -2% | -$1.61K | ﹤0.01% | 413 |
|
|
2019
Q3 | $100K | Buy |
1,250
+606
| +94% | +$48.5K | ﹤0.01% | 398 |
|
|
2019
Q2 | $48.4K | Hold |
644
| – | – | ﹤0.01% | 437 |
|
|
2019
Q1 | $47.4K | Hold |
644
| – | – | ﹤0.01% | 430 |
|
|
2018
Q4 | $42K | Hold |
644
| – | – | ﹤0.01% | 436 |
|
|
2018
Q3 | $40.7K | Hold |
644
| – | – | ﹤0.01% | 464 |
|
|
2018
Q2 | $39.2K | Hold |
644
| – | – | ﹤0.01% | 450 |
|
|
2018
Q1 | $36.5K | Buy |
+644
| New | +$36.5K | ﹤0.01% | 457 |
|