HCR Wealth Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $316K | Sell |
|
|||||
|
2025
Q2 | $295K | Hold |
|
|||||
|
2025
Q1 | $308K | Sell |
|
|||||
|
2024
Q4 | $283K | Sell |
|
|||||
|
2024
Q3 | $289K | Hold |
|
|||||
|
2024
Q2 | $235K | Hold |
|
|||||
|
2024
Q1 | $244K | Sell |
|
|||||
|
2023
Q4 | $252K | Sell |
|
|||||
|
2023
Q3 | $264K | Sell |
|
|||||
|
2023
Q2 | $360K | Sell |
|
|||||
|
2023
Q1 | $389K | Sell |
|
|||||
|
2022
Q4 | $401K | Hold |
|
|||||
|
2022
Q3 | $363K | Sell |
|
|||||
|
2022
Q2 | $444K | Sell |
|
|||||
|
2022
Q1 | $503K | Hold |
|
|||||
|
2021
Q4 | $477K | Sell |
|
|||||
|
2021
Q3 | $449K | Buy |
|
|||||
|
2021
Q2 | $437K | Hold |
|
|||||
|
2021
Q1 | $444K | Sell |
|
|||||
|
2020
Q4 | $485K | Hold |
|
|||||
|
2020
Q3 | $491K | Sell |
|
|||||
|
2020
Q2 | $452K | Buy |
|
|||||
|
2020
Q1 | $452K | Sell |
|
|||||
|
2019
Q4 | $489K | Buy |
|
|||||
|
2019
Q3 | $450K | Sell |
|
|||||
|
2019
Q2 | $429K | Hold |
|
|||||
|
2019
Q1 | $420K | Sell |
|
|||||
|
2018
Q4 | $549K | Buy |
|
|||||
|
2018
Q3 | $541K | Hold |
|
|||||
|
2018
Q2 | $503K | Hold |
|
|||||
|
2018
Q1 | $468K | Sell |
|
|||||
|
2017
Q4 | $517K | Sell |
|
|||||
|
2017
Q3 | $518K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $489K | Sell |
|
|||||
|
2016
Q4 | $542K | Buy |
|