Beacon Investment Advisory Services’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 | $405K | Buy |
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|
2025
Q2 | $140K | Buy |
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|
2025
Q1 | $166K | Buy |
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|
2024
Q4 | $171K | Hold |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $238K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $254K | Buy |
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|
2018
Q4 | $203K | Sell |
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|
2018
Q3 | $198K | Sell |
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|
2018
Q2 | $194K | Buy |
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|
2018
Q1 | $152K | Buy |
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|
2017
Q4 | $142K | Buy |
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