EWM
Evercore Wealth Management’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
3,670
+70
| +2% | +$6.72K | 0.01% | 322 |
|
|
2025
Q1 | $361K | Sell |
3,600
-53
| -1% | -$5.32K | 0.01% | 313 |
|
|
2024
Q4 | $326K | Hold |
3,653
| – | – | ﹤0.01% | 331 |
|
|
2024
Q3 | $319K | Buy |
3,653
+53
| +1% | +$4.64K | ﹤0.01% | 333 |
|
|
2024
Q2 | $256K | Sell |
3,600
-54
| -1% | -$3.84K | ﹤0.01% | 361 |
|
|
2024
Q1 | $270K | Buy |
3,654
+24
| +0.7% | +$1.78K | ﹤0.01% | 361 |
|
|
2023
Q4 | $263K | Buy |
3,630
+30
| +0.8% | +$2.17K | ﹤0.01% | 370 |
|
|
2023
Q3 | $269K | Hold |
3,600
| – | – | 0.01% | 341 |
|
|
2023
Q2 | $294K | Hold |
3,600
| – | – | 0.01% | 335 |
|
|
2023
Q1 | $311K | Hold |
3,600
| – | – | 0.01% | 320 |
|
|
2022
Q4 | $320K | Hold |
3,600
| – | – | 0.01% | 312 |
|
|
2022
Q3 | $290K | Hold |
3,600
| – | – | 0.01% | 319 |
|
|
2022
Q2 | $325K | Hold |
3,600
| – | – | 0.01% | 311 |
|
|
2022
Q1 | $338K | Hold |
3,600
| – | – | 0.01% | 334 |
|
|
2021
Q4 | $320K | Hold |
3,600
| – | – | 0.01% | 346 |
|
|
2021
Q3 | $292K | Hold |
3,600
| – | – | 0.01% | 369 |
|
|
2021
Q2 | $288K | Hold |
3,600
| – | – | 0.01% | 370 |
|
|
2021
Q1 | $293K | Hold |
3,600
| – | – | 0.01% | 368 |
|
|
2020
Q4 | $281K | Sell |
3,600
-20
| -0.6% | -$1.56K | 0.01% | 367 |
|
|
2020
Q3 | $287K | Buy |
3,620
+20
| +0.6% | +$1.59K | 0.01% | 320 |
|
|
2020
Q2 | $253K | Sell |
3,600
-259
| -7% | -$18.2K | 0.01% | 326 |
|
|
2020
Q1 | $281K | Hold |
3,859
| – | – | 0.01% | 307 |
|
|
2019
Q4 | $296K | Hold |
3,859
| – | – | 0.01% | 343 |
|
|
2019
Q3 | $309K | Hold |
3,859
| – | – | 0.01% | 337 |
|
|
2019
Q2 | $289K | Hold |
3,859
| – | – | 0.01% | 345 |
|
|
2019
Q1 | $284K | Buy |
3,859
+259
| +7% | +$19.1K | 0.01% | 338 |
|
|
2018
Q4 | $235K | Hold |
3,600
| – | – | 0.01% | 338 |
|
|
2018
Q3 | $228K | Sell |
3,600
-100
| -3% | -$6.33K | 0.01% | 383 |
|
|
2018
Q2 | $225K | Hold |
3,700
| – | – | 0.01% | 372 |
|
|
2018
Q1 | $210K | Hold |
3,700
| – | – | 0.01% | 338 |
|
|
2017
Q4 | $218K | Sell |
3,700
-150
| -4% | -$8.84K | 0.01% | 351 |
|
|
2017
Q3 | $223K | Sell |
3,850
-100
| -3% | -$5.79K | 0.01% | 347 |
|
|
2017
Q2 | $216K | Buy |
3,950
+350
| +10% | +$19.1K | 0.01% | 351 |
|
|
2017
Q1 | $197K | Sell |
3,600
-24
| -0.7% | -$1.31K | 0.01% | 365 |
|
|
2016
Q4 | $190K | Buy |
3,624
+24
| +0.7% | +$1.26K | 0.01% | 379 |
|
|
2016
Q3 | $177K | Hold |
3,600
| – | – | 0.01% | 395 |
|
|
2016
Q2 | $193K | Hold |
3,600
| – | – | 0.01% | 368 |
|
|
2016
Q1 | $180K | Hold |
3,600
| – | – | 0.01% | 378 |
|
|
2015
Q4 | $156K | Hold |
3,600
| – | – | 0.01% | 417 |
|
|
2015
Q3 | $152K | Hold |
3,600
| – | – | 0.01% | 428 |
|
|
2015
Q2 | $136K | Hold |
3,600
| – | – | 0.01% | 483 |
|
|
2015
Q1 | $152K | Sell |
3,600
-1,093
| -23% | -$46.1K | 0.01% | 463 |
|
|
2014
Q4 | $216K | Buy |
4,693
+203
| +5% | +$9.34K | 0.01% | 348 |
|
|
2014
Q3 | $172K | Hold |
4,490
| – | – | 0.01% | 423 |
|
|
2014
Q2 | $183K | Sell |
4,490
-75
| -2% | -$3.06K | 0.01% | 402 |
|
|
2014
Q1 | $188K | Buy |
4,565
+965
| +27% | +$39.7K | 0.01% | 386 |
|
|
2013
Q4 | $130K | Hold |
3,600
| – | – | 0.01% | 419 |
|
|
2013
Q3 | $125K | Hold |
3,600
| – | – | 0.01% | 458 |
|
|
2013
Q2 | $124K | Buy |
+3,600
| New | +$124K | 0.01% | 461 |
|