HB Wealth Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Buy |
4,379
+269
| +7% | +$25.8K | ﹤0.01% | 791 |
|
|
2025
Q1 | $413K | Buy |
4,110
+198
| +5% | +$19.9K | ﹤0.01% | 814 |
|
|
2024
Q4 | $349K | Buy |
3,912
+490
| +14% | +$43.7K | ﹤0.01% | 748 |
|
|
2024
Q3 | $299K | Buy |
+3,422
| New | +$299K | ﹤0.01% | 753 |
|
|
2023
Q4 | – | Sell |
-2,744
| Closed | -$205K | – | 786 |
|
|
2023
Q3 | $205K | Buy |
+2,744
| New | +$205K | ﹤0.01% | 704 |
|