EWM

Evermay Wealth Management’s AES AES Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$55.8K	Hold	5,300	–	–	0.01%	315
2025 Q1	$65.8K	Hold	5,300	–	–	0.01%	303
2024 Q4	$68.2K	Hold	5,300	–	–	0.01%	292
2024 Q3	$106K	Hold	5,300	–	–	0.02%	263
2024 Q2	$93.1K	Hold	5,300	–	–	0.01%	277
2024 Q1	$95K	Hold	5,300	–	–	0.01%	283
2023 Q4	$102K	Sell	5,300 -56	-1%	-$1.08K	0.02%	257
2023 Q3	$81.4K	Hold	5,356	–	–	0.02%	257
2023 Q2	$111K	Buy	5,356 +56	+1%	+$1.16K	0.02%	230
2023 Q1	$128K	Hold	5,300	–	–	0.03%	214
2022 Q4	$152K	Hold	5,300	–	–	0.03%	188
2022 Q3	$120K	Hold	5,300	–	–	0.02%	200
2022 Q2	$111K	Hold	5,300	–	–	0.02%	211
2022 Q1	$136K	Hold	5,300	–	–	0.02%	220
2021 Q4	$129K	Hold	5,300	–	–	0.02%	201
2021 Q3	$121K	Hold	5,300	–	–	0.02%	202
2021 Q2	$138K	Buy	+5,300	New	+$138K	0.03%	200
2017 Q2	–	Sell	-10,000	Closed	-$112K	–	100
2017 Q1	$112K	Hold	10,000	–	–	0.05%	101
2016 Q4	$116K	Hold	10,000	–	–	0.06%	81
2016 Q3	$129K	Hold	10,000	–	–	0.07%	75
2016 Q2	$125K	Hold	10,000	–	–	0.07%	78
2016 Q1	$118K	Hold	10,000	–	–	0.07%	73
2015 Q4	$96K	Hold	10,000	–	–	0.06%	76
2015 Q3	$98K	Hold	10,000	–	–	0.06%	80
2015 Q2	$133K	Hold	10,000	–	–	0.08%	83
2015 Q1	$129K	Sell	10,000 -250	-2%	-$3.23K	0.08%	86
2014 Q4	$141K	Hold	10,250	–	–	0.09%	84
2014 Q3	$145K	Hold	10,250	–	–	0.12%	80
2014 Q2	$159K	Hold	10,250	–	–	0.14%	80
2014 Q1	$146K	Sell	10,250 -56	-0.5%	-$798	0.16%	65
2013 Q4	$150K	Buy	+10,306	New	+$150K	0.21%	46