Concord Wealth Partners’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5K | Hold |
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|
2025
Q1 | $12.4K | Hold |
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|
2024
Q4 | $12.9K | Sell |
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|
2024
Q3 | $23.9K | Buy |
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|
2024
Q2 | $17.6K | Hold |
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|
2024
Q1 | $17.9K | Hold |
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|
2023
Q4 | $19.3K | Hold |
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|
2023
Q3 | $15.2K | Hold |
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|
2023
Q2 | $20.7K | Hold |
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|
2023
Q1 | $24.1K | Hold |
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|
2022
Q4 | $28.8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $21K | Hold |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $24K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $26K | Sell |
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|
2021
Q1 | $27K | Buy |
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|
2020
Q4 | $24K | Buy |
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