HBWM
Hollow Brook Wealth Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-249,544
| Closed | -$3.1M | – | 89 |
|
|
2025
Q1 | $3.1M | Sell |
249,544
-57
| -0% | -$708 | 0.91% | 32 |
|
|
2024
Q4 | $3.21M | Sell |
249,601
-7,692
| -3% | -$99K | 0.99% | 32 |
|
|
2024
Q3 | $5.16M | Buy |
257,293
+13,360
| +5% | +$268K | 1.53% | 21 |
|
|
2024
Q2 | $4.29M | Buy |
243,933
+11,066
| +5% | +$194K | 1.46% | 22 |
|
|
2024
Q1 | $4.18M | Buy |
232,867
+18,187
| +8% | +$326K | 1.54% | 21 |
|
|
2023
Q4 | $4.13M | Buy |
214,680
+70,717
| +49% | +$1.36M | 1.65% | 19 |
|
|
2023
Q3 | $2.19M | Buy |
143,963
+64,996
| +82% | +$988K | 0.91% | 32 |
|
|
2023
Q2 | $1.64M | Buy |
78,967
+4,082
| +5% | +$84.6K | 0.71% | 42 |
|
|
2023
Q1 | $1.8M | Buy |
74,885
+5,473
| +8% | +$132K | 0.85% | 35 |
|
|
2022
Q4 | $2M | Buy |
+69,412
| New | +$2M | 0.96% | 27 |
|