Corient Private Wealth’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.23M | Sell |
|
|||||
|
2025
Q2 | $1.06M | Sell |
|
|||||
|
2025
Q1 | $1.33M | Sell |
|
|||||
|
2024
Q4 | $1.61M | Sell |
|
|||||
|
2024
Q3 | $3.37M | Sell |
|
|||||
|
2024
Q2 | $3.02M | Buy |
|
|||||
|
2024
Q1 | $2.89M | Buy |
|
|||||
|
2023
Q4 | $2.33M | Buy |
|
|||||
|
2023
Q3 | $915K | Sell |
|
|||||
|
2023
Q2 | $1.41M | Buy |
|
|||||
|
2023
Q1 | $1.41M | Buy |
|
|||||
|
2022
Q4 | $1.54M | Buy |
|