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