Diversify Wealth Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Buy |
49,624
+655
| +1% | +$8.46K | 0.04% | 333 |
|
|
2025
Q1 | $508K | Sell |
48,969
-5,082
| -9% | -$52.7K | 0.04% | 359 |
|
|
2024
Q4 | $650K | Buy |
54,051
+14,562
| +37% | +$175K | 0.05% | 299 |
|
|
2024
Q3 | $674K | Sell |
39,489
-3,078
| -7% | -$52.6K | 0.07% | 252 |
|
|
2024
Q2 | $693K | Buy |
+42,567
| New | +$693K | 0.09% | 213 |
|