F.L. Putnam Investment Management’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $814K | Hold |
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|
2025
Q2 | $634K | Hold |
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|
2025
Q1 | $456K | Hold |
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|
2024
Q4 | $553K | Hold |
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|
2024
Q3 | $503K | Hold |
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|
2024
Q2 | $520K | Hold |
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|
2024
Q1 | $488K | Buy |
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|
2023
Q4 | $510K | Sell |
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|
2023
Q3 | $520K | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $958K | Hold |
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|
2022
Q4 | $838K | Buy |
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|
2022
Q3 | $740K | Buy |
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|
2022
Q2 | $280K | Hold |
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | $321K | Buy |
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|
2021
Q3 | $293K | Buy |
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|
2021
Q2 | $335K | Hold |
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|
2021
Q1 | $325K | Buy |
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