FC
Fulcrum Capital’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30,690
| Closed | -$381K | – | 100 |
|
|
2025
Q1 | $381K | Sell |
30,690
-342
| -1% | -$4.25K | 0.08% | 72 |
|
|
2024
Q4 | $399K | Sell |
31,032
-52
| -0.2% | -$669 | 0.08% | 76 |
|
|
2024
Q3 | $624K | Buy |
31,084
+50
| +0.2% | +$1K | 0.14% | 56 |
|
|
2024
Q2 | $545K | Buy |
31,034
+1,629
| +6% | +$28.6K | 0.12% | 58 |
|
|
2024
Q1 | $527K | Buy |
29,405
+2,152
| +8% | +$38.6K | 0.13% | 64 |
|
|
2023
Q4 | $525K | Sell |
27,253
-1,027
| -4% | -$19.8K | 0.14% | 62 |
|
|
2023
Q3 | $430K | Sell |
28,280
-1,171
| -4% | -$17.8K | 0.12% | 65 |
|
|
2023
Q2 | $611K | Sell |
29,451
-2,368
| -7% | -$49.1K | 0.16% | 59 |
|
|
2023
Q1 | $766K | Sell |
31,819
-5,178
| -14% | -$125K | 0.21% | 55 |
|
|
2022
Q4 | $1.06M | Sell |
36,997
-5,943
| -14% | -$171K | 0.31% | 51 |
|
|
2022
Q3 | $970K | Sell |
42,940
-2,150
| -5% | -$48.6K | 0.29% | 52 |
|
|
2022
Q2 | $947K | Buy |
+45,090
| New | +$947K | 0.3% | 46 |
|