Carson Wealth (CWM LLC)’s Ameren AEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.22M | Sell |
12,668
-1,096
| -8% | -$105K | ﹤0.01% | 1156 |
|
2025
Q1 | $1.38M | Buy |
13,764
+56
| +0.4% | +$5.62K | 0.01% | 984 |
|
2024
Q4 | $1.22M | Buy |
13,708
+857
| +7% | +$76.4K | 0.01% | 976 |
|
2024
Q3 | $1.12M | Buy |
12,851
+1,319
| +11% | +$115K | ﹤0.01% | 958 |
|
2024
Q2 | $820K | Buy |
11,532
+933
| +9% | +$66.3K | ﹤0.01% | 1007 |
|
2024
Q1 | $784K | Sell |
10,599
-2,108
| -17% | -$156K | ﹤0.01% | 954 |
|
2023
Q4 | $919K | Sell |
12,707
-1,864
| -13% | -$135K | ﹤0.01% | 840 |
|
2023
Q3 | $1.09M | Buy |
14,571
+102
| +0.7% | +$7.63K | 0.01% | 708 |
|
2023
Q2 | $1.18M | Buy |
14,469
+647
| +5% | +$52.9K | 0.01% | 651 |
|
2023
Q1 | $1.19M | Buy |
13,822
+50
| +0.4% | +$4.32K | 0.01% | 609 |
|
2022
Q4 | $1.23M | Buy |
13,772
+2,404
| +21% | +$214K | 0.01% | 558 |
|
2022
Q3 | $916K | Buy |
11,368
+4,051
| +55% | +$326K | 0.01% | 581 |
|
2022
Q2 | $661K | Buy |
7,317
+884
| +14% | +$79.9K | 0.01% | 667 |
|
2022
Q1 | $603K | Sell |
6,433
-597
| -8% | -$56K | ﹤0.01% | 674 |
|
2021
Q4 | $626K | Buy |
+7,030
| New | +$626K | ﹤0.01% | 672 |
|
2021
Q2 | $20.1M | Hold |
250,924
| – | – | 0.16% | 133 |
|
2021
Q1 | $20.1M | Hold |
250,924
| – | – | 0.16% | 133 |
|
2020
Q4 | $20.1M | Hold |
250,924
| – | – | 0.16% | 133 |
|
2020
Q3 | $20.1M | Hold |
250,924
| – | – | 0.16% | 133 |
|
2020
Q2 | $20.1M | Hold |
250,924
| – | – | 0.16% | 133 |
|
2020
Q1 | $20.1M | Hold |
250,924
| – | – | 0.16% | 133 |
|
2019
Q4 | $20.1M | Hold |
250,924
| – | – | 0.16% | 133 |
|
2019
Q3 | $20.1M | Hold |
250,924
| – | – | 0.16% | 133 |
|
2019
Q2 | $20.1M | Hold |
250,924
| – | – | 0.16% | 133 |
|
2019
Q1 | $20.1M | Buy |
250,924
+248,902
| +12,310% | +$19.9M | 0.16% | 133 |
|
2018
Q4 | $132K | Buy |
2,022
+1,513
| +297% | +$98.8K | ﹤0.01% | 676 |
|
2018
Q3 | $32K | Buy |
509
+292
| +135% | +$18.4K | ﹤0.01% | 836 |
|
2018
Q2 | $13K | Buy |
217
+17
| +9% | +$1.02K | ﹤0.01% | 918 |
|
2018
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 826 |
|
2017
Q4 | $12K | Sell |
200
-82
| -29% | -$4.92K | ﹤0.01% | 830 |
|
2017
Q3 | $16K | Buy |
282
+82
| +41% | +$4.65K | ﹤0.01% | 761 |
|
2017
Q2 | $11K | Sell |
200
-91
| -31% | -$5.01K | ﹤0.01% | 751 |
|
2017
Q1 | $16K | Sell |
291
-1,424
| -83% | -$78.3K | ﹤0.01% | 635 |
|
2016
Q4 | $90K | Buy |
1,715
+200
| +13% | +$10.5K | 0.01% | 363 |
|
2016
Q3 | $75K | Hold |
1,515
| – | – | 0.01% | 368 |
|
2016
Q2 | $81K | Hold |
1,515
| – | – | 0.01% | 327 |
|
2016
Q1 | $76K | Hold |
1,515
| – | – | 0.01% | 302 |
|
2015
Q4 | $65K | Hold |
1,515
| – | – | 0.01% | 293 |
|
2015
Q3 | $64K | Buy |
+1,515
| New | +$64K | 0.01% | 264 |
|