Carson Wealth (CWM LLC)’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
36,487
+1,858
| +5% | +$19.6K | ﹤0.01% | 1716 |
|
|
2025
Q1 | $430K | Buy |
34,629
+16,245
| +88% | +$202K | ﹤0.01% | 1512 |
|
|
2024
Q4 | $237K | Sell |
18,384
-8,692
| -32% | -$112K | ﹤0.01% | 1719 |
|
|
2024
Q3 | $543K | Sell |
27,076
-46
| -0.2% | -$923 | ﹤0.01% | 1283 |
|
|
2024
Q2 | $477K | Buy |
27,122
+628
| +2% | +$11K | ﹤0.01% | 1210 |
|
|
2024
Q1 | $475K | Buy |
26,494
+2,732
| +11% | +$49K | ﹤0.01% | 1159 |
|
|
2023
Q4 | $457K | Buy |
23,762
+12,046
| +103% | +$232K | ﹤0.01% | 1097 |
|
|
2023
Q3 | $178K | Buy |
11,716
+3,338
| +40% | +$50.7K | ﹤0.01% | 1352 |
|
|
2023
Q2 | $174K | Buy |
8,378
+1,602
| +24% | +$33.3K | ﹤0.01% | 1307 |
|
|
2023
Q1 | $163K | Sell |
6,776
-384
| -5% | -$9.24K | ﹤0.01% | 1279 |
|
|
2022
Q4 | $206K | Buy |
7,160
+622
| +10% | +$17.9K | ﹤0.01% | 1092 |
|
|
2022
Q3 | $148K | Buy |
6,538
+779
| +14% | +$17.6K | ﹤0.01% | 1161 |
|
|
2022
Q2 | $121K | Buy |
5,759
+1,725
| +43% | +$36.2K | ﹤0.01% | 1235 |
|
|
2022
Q1 | $104K | Buy |
4,034
+998
| +33% | +$25.7K | ﹤0.01% | 1306 |
|
|
2021
Q4 | $74K | Buy |
+3,036
| New | +$74K | ﹤0.01% | 1417 |
|
|
2021
Q2 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1229 |
|
|
2021
Q1 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1229 |
|
|
2020
Q4 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1229 |
|
|
2020
Q3 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1229 |
|
|
2020
Q2 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1229 |
|
|
2020
Q1 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1229 |
|
|
2019
Q4 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1229 |
|
|
2019
Q3 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1229 |
|
|
2019
Q2 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1229 |
|
|
2019
Q1 | $76K | Buy |
2,914
+1,989
| +215% | +$51.9K | ﹤0.01% | 1229 |
|
|
2018
Q4 | $13K | Buy |
925
+334
| +57% | +$4.69K | ﹤0.01% | 1236 |
|
|
2018
Q3 | $8K | Buy |
+591
| New | +$8K | ﹤0.01% | 1207 |
|
|
2017
Q4 | – | Sell |
-155
| Closed | -$2K | – | 1440 |
|
|
2017
Q3 | $2K | Buy |
+155
| New | +$2K | ﹤0.01% | 1260 |
|
|
2017
Q1 | – | Sell |
-228
| Closed | -$3K | – | 1153 |
|
|
2016
Q4 | $3K | Buy |
+228
| New | +$3K | ﹤0.01% | 905 |
|