Bordeaux Wealth Advisors’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$437K Buy
4,545
+25
+0.6% +$2.4K 0.06% 98
2025
Q1
$454K Sell
4,520
-47
-1% -$4.72K 0.08% 92
2024
Q4
$407K Hold
4,567
0.07% 100
2024
Q3
$399K Buy
4,567
+54
+1% +$4.72K 0.07% 104
2024
Q2
$321K Buy
+4,513
New +$321K 0.06% 106