HB Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
28,644
+10,356
| +57% | +$109K | ﹤0.01% | 919 |
|
|
2025
Q1 | $227K | Buy |
18,288
+2,997
| +20% | +$37.2K | ﹤0.01% | 1067 |
|
|
2024
Q4 | $197K | Sell |
15,291
-10,757
| -41% | -$138K | ﹤0.01% | 971 |
|
|
2024
Q3 | $523K | Buy |
26,048
+3,757
| +17% | +$75.4K | 0.01% | 567 |
|
|
2024
Q2 | $392K | Buy |
22,291
+4,038
| +22% | +$71K | ﹤0.01% | 611 |
|
|
2024
Q1 | $327K | Buy |
18,253
+2,744
| +18% | +$49.2K | ﹤0.01% | 629 |
|
|
2023
Q4 | $299K | Buy |
+15,509
| New | +$299K | ﹤0.01% | 614 |
|