Heritage Wealth Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24.7K | Hold |
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|
2025
Q2 | $19.7K | Hold |
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|
2025
Q1 | $23.3K | Sell |
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|
2024
Q4 | $26.1K | Buy |
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|
2024
Q3 | $40.2K | Buy |
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|
2024
Q2 | $32.9K | Hold |
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|
2024
Q1 | $33.6K | Hold |
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|
2023
Q4 | $36.1K | Hold |
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|
2023
Q3 | $28.5K | Hold |
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|
2023
Q2 | $38.9K | Hold |
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|
2023
Q1 | $45.1K | Hold |
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|
2022
Q4 | $53.9K | Hold |
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|
2022
Q3 | $42.4K | Hold |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $48K | Hold |
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|
2021
Q4 | $46K | Hold |
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|
2021
Q3 | $42.8K | Hold |
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|
2021
Q2 | $48.9K | Hold |
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|
2021
Q1 | $50.3K | Hold |
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|
2020
Q4 | $44K | Hold |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $27.2K | Buy |
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