HCR Wealth Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Hold |
3,071
| – | – | 0.03% | 187 |
|
|
2025
Q1 | $308K | Sell |
3,071
-100
| -3% | -$10K | 0.04% | 177 |
|
|
2024
Q4 | $283K | Sell |
3,171
-133
| -4% | -$11.9K | 0.04% | 187 |
|
|
2024
Q3 | $289K | Hold |
3,304
| – | – | 0.04% | 181 |
|
|
2024
Q2 | $235K | Hold |
3,304
| – | – | 0.03% | 196 |
|
|
2024
Q1 | $244K | Sell |
3,304
-175
| -5% | -$12.9K | 0.04% | 192 |
|
|
2023
Q4 | $252K | Sell |
3,479
-43
| -1% | -$3.11K | 0.04% | 170 |
|
|
2023
Q3 | $264K | Sell |
3,522
-890
| -20% | -$66.6K | 0.06% | 136 |
|
|
2023
Q2 | $360K | Sell |
4,412
-86
| -2% | -$7.02K | 0.07% | 130 |
|
|
2023
Q1 | $389K | Sell |
4,498
-10
| -0.2% | -$864 | 0.08% | 125 |
|
|
2022
Q4 | $401K | Hold |
4,508
| – | – | 0.08% | 124 |
|
|
2022
Q3 | $363K | Sell |
4,508
-405
| -8% | -$32.6K | 0.08% | 124 |
|
|
2022
Q2 | $444K | Sell |
4,913
-450
| -8% | -$40.7K | 0.09% | 117 |
|
|
2022
Q1 | $503K | Hold |
5,363
| – | – | 0.08% | 124 |
|
|
2021
Q4 | $477K | Sell |
5,363
-185
| -3% | -$16.5K | 0.07% | 141 |
|
|
2021
Q3 | $449K | Buy |
5,548
+85
| +2% | +$6.88K | 0.07% | 142 |
|
|
2021
Q2 | $437K | Hold |
5,463
| – | – | 0.08% | 138 |
|
|
2021
Q1 | $444K | Sell |
5,463
-750
| -12% | -$61K | 0.09% | 132 |
|
|
2020
Q4 | $485K | Hold |
6,213
| – | – | 0.1% | 121 |
|
|
2020
Q3 | $491K | Sell |
6,213
-16
| -0.3% | -$1.26K | 0.11% | 107 |
|
|
2020
Q2 | $452K | Buy |
6,229
+16
| +0.3% | +$1.16K | 0.11% | 102 |
|
|
2020
Q1 | $452K | Sell |
6,213
-154
| -2% | -$11.2K | 0.13% | 94 |
|
|
2019
Q4 | $489K | Buy |
6,367
+750
| +13% | +$57.6K | 0.12% | 98 |
|
|
2019
Q3 | $450K | Sell |
5,617
-100
| -2% | -$8.01K | 0.15% | 99 |
|
|
2019
Q2 | $429K | Hold |
5,717
| – | – | 0.12% | 108 |
|
|
2019
Q1 | $420K | Sell |
5,717
-2,700
| -32% | -$198K | 0.12% | 119 |
|
|
2018
Q4 | $549K | Buy |
8,417
+154
| +2% | +$10K | 0.18% | 93 |
|
|
2018
Q3 | $541K | Hold |
8,263
| – | – | 0.18% | 95 |
|
|
2018
Q2 | $503K | Hold |
8,263
| – | – | 0.17% | 107 |
|
|
2018
Q1 | $468K | Sell |
8,263
-500
| -6% | -$28.3K | 0.16% | 108 |
|
|
2017
Q4 | $517K | Sell |
8,763
-200
| -2% | -$11.8K | 0.18% | 105 |
|
|
2017
Q3 | $518K | Buy |
+8,963
| New | +$518K | 0.22% | 97 |
|
|
2017
Q2 | – | Sell |
-8,963
| Closed | -$489K | – | 140 |
|
|
2017
Q1 | $489K | Sell |
8,963
-1,370
| -13% | -$74.7K | 0.25% | 85 |
|
|
2016
Q4 | $542K | Buy |
+10,333
| New | +$542K | 0.29% | 79 |
|