Brady Family Wealth’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
2,458
| – | – | 0.07% | 107 |
|
|
2025
Q1 | $247K | Hold |
2,458
| – | – | 0.08% | 105 |
|
|
2024
Q4 | $219K | Hold |
2,458
| – | – | 0.07% | 112 |
|
|
2024
Q3 | $215K | Buy |
+2,458
| New | +$215K | 0.06% | 116 |
|
|
2024
Q2 | – | Sell |
-2,836
| Closed | -$210K | – | 117 |
|
|
2024
Q1 | $210K | Hold |
2,836
| – | – | 0.07% | 115 |
|
|
2023
Q4 | $205K | Hold |
2,836
| – | – | 0.07% | 118 |
|
|
2023
Q3 | $212K | Sell |
2,836
-258
| -8% | -$19.3K | 0.08% | 109 |
|
|
2023
Q2 | $253K | Sell |
3,094
-226
| -7% | -$18.5K | 0.09% | 107 |
|
|
2023
Q1 | $287K | Hold |
3,320
| – | – | 0.11% | 105 |
|
|
2022
Q4 | $295K | Buy |
+3,320
| New | +$295K | 0.12% | 104 |
|