FMWA
Forvis Mazars Wealth Advisors’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Hold |
5,028
| – | – | 0.01% | 291 |
|
|
2025
Q1 | $505K | Sell |
5,028
-22
| -0.4% | -$2.21K | 0.01% | 281 |
|
|
2024
Q4 | $450K | Sell |
5,050
-10
| -0.2% | -$891 | 0.01% | 320 |
|
|
2024
Q3 | $443K | Buy |
5,060
+587
| +13% | +$51.3K | 0.01% | 333 |
|
|
2024
Q2 | $318K | Hold |
4,473
| – | – | 0.01% | 346 |
|
|
2024
Q1 | $331K | Buy |
4,473
+75
| +2% | +$5.55K | 0.01% | 335 |
|
|
2023
Q4 | $318K | Hold |
4,398
| – | – | 0.01% | 331 |
|
|
2023
Q3 | $329K | Buy |
4,398
+779
| +22% | +$58.3K | 0.01% | 319 |
|
|
2023
Q2 | $296K | Hold |
3,619
| – | – | 0.01% | 362 |
|
|
2023
Q1 | $313K | Sell |
3,619
-470
| -11% | -$40.6K | 0.01% | 325 |
|
|
2022
Q4 | $364K | Buy |
4,089
+11
| +0.3% | +$978 | 0.01% | 301 |
|
|
2022
Q3 | $328K | Buy |
4,078
+400
| +11% | +$32.2K | 0.01% | 308 |
|
|
2022
Q2 | $332K | Buy |
+3,678
| New | +$332K | 0.01% | 304 |
|