Evercore Wealth Management’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 | – | Sell |
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|
2025
Q1 | $303K | Hold |
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|
2024
Q4 | $314K | Buy |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q4 | $393K | Sell |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $540K | Buy |
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|
2022
Q4 | $630K | Buy |
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|
2022
Q3 | $489K | Hold |
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|
2022
Q2 | $455K | Buy |
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|
2022
Q1 | $545K | Buy |
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|
2021
Q4 | $471K | Sell |
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|
2021
Q3 | $473K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $23K | Hold |
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|
2017
Q3 | $23K | Hold |
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|
2017
Q2 | $23K | Hold |
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|
2017
Q1 | $23K | Sell |
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|
2016
Q4 | $176K | Sell |
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|
2016
Q3 | $199K | Hold |
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|
2016
Q2 | $193K | Buy |
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|
2016
Q1 | $171K | Hold |
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|
2015
Q4 | $139K | Hold |
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|
2015
Q3 | $141K | Hold |
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|
2015
Q2 | $192K | Hold |
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|
2015
Q1 | $187K | Hold |
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|
2014
Q4 | $199K | Hold |
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|
2014
Q3 | $206K | Sell |
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|
2014
Q2 | $229K | Buy |
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|
2014
Q1 | $208K | Hold |
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|
2013
Q4 | $211K | Sell |
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|
2013
Q3 | $195K | Buy |
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|
2013
Q2 | $174K | Buy |
|