Evermay 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 | $55.8K | Hold |
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|
2025
Q1 | $65.8K | Hold |
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|
2024
Q4 | $68.2K | Hold |
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|
2024
Q3 | $106K | Hold |
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|
2024
Q2 | $93.1K | Hold |
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|
2024
Q1 | $95K | Hold |
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|
2023
Q4 | $102K | Sell |
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|
2023
Q3 | $81.4K | Hold |
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|
2023
Q2 | $111K | Buy |
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|
2023
Q1 | $128K | Hold |
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|
2022
Q4 | $152K | Hold |
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|
2022
Q3 | $120K | Hold |
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|
2022
Q2 | $111K | Hold |
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|
2022
Q1 | $136K | Hold |
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|
2021
Q4 | $129K | Hold |
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|
2021
Q3 | $121K | Hold |
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|
2021
Q2 | $138K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $112K | Hold |
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|
2016
Q4 | $116K | Hold |
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|
2016
Q3 | $129K | Hold |
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|
2016
Q2 | $125K | Hold |
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|
2016
Q1 | $118K | Hold |
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|
2015
Q4 | $96K | Hold |
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|
2015
Q3 | $98K | Hold |
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|
2015
Q2 | $133K | Hold |
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|
2015
Q1 | $129K | Sell |
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|
2014
Q4 | $141K | Hold |
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|
2014
Q3 | $145K | Hold |
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|
2014
Q2 | $159K | Hold |
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|
2014
Q1 | $146K | Sell |
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|
2013
Q4 | $150K | Buy |
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