Empirical Wealth Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
3,543
-862
| -20% | -$82.8K | 0.01% | 500 |
|
|
2025
Q1 | $442K | Buy |
4,405
+210
| +5% | +$21.1K | 0.01% | 427 |
|
|
2024
Q4 | $374K | Buy |
4,195
+1,387
| +49% | +$124K | 0.01% | 454 |
|
|
2024
Q3 | $246K | Sell |
2,808
-580
| -17% | -$50.7K | 0.01% | 497 |
|
|
2024
Q2 | $241K | Buy |
3,388
+649
| +24% | +$46.2K | 0.01% | 493 |
|
|
2024
Q1 | $203K | Sell |
2,739
-300
| -10% | -$22.2K | 0.01% | 510 |
|
|
2023
Q4 | $220K | Sell |
3,039
-7
| -0.2% | -$506 | 0.01% | 453 |
|
|
2023
Q3 | $228K | Sell |
3,046
-102
| -3% | -$7.63K | 0.01% | 422 |
|
|
2023
Q2 | $257K | Sell |
3,148
-291
| -8% | -$23.8K | 0.01% | 394 |
|
|
2023
Q1 | $297K | Sell |
3,439
-28
| -0.8% | -$2.42K | 0.01% | 392 |
|
|
2022
Q4 | $308K | Sell |
3,467
-889
| -20% | -$79.1K | 0.01% | 374 |
|
|
2022
Q3 | $351K | Buy |
4,356
+232
| +6% | +$18.7K | 0.02% | 348 |
|
|
2022
Q2 | $373K | Sell |
4,124
-656
| -14% | -$59.3K | 0.02% | 345 |
|
|
2022
Q1 | $448K | Sell |
4,780
-1,263
| -21% | -$118K | 0.02% | 347 |
|
|
2021
Q4 | $538K | Sell |
6,043
-1,319
| -18% | -$117K | 0.03% | 330 |
|
|
2021
Q3 | $596K | Buy |
7,362
+786
| +12% | +$63.6K | 0.03% | 265 |
|
|
2021
Q2 | $526K | Buy |
6,576
+576
| +10% | +$46.1K | 0.03% | 296 |
|
|
2021
Q1 | $488K | Sell |
6,000
-764
| -11% | -$62.1K | 0.04% | 250 |
|
|
2020
Q4 | $528K | Buy |
6,764
+454
| +7% | +$35.4K | 0.04% | 244 |
|
|
2020
Q3 | $499K | Buy |
+6,310
| New | +$499K | 0.04% | 215 |
|