Laird Norton Wetherby Wealth Management’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 | $328K | Buy |
3,141
+92
| +3% | +$9.18K | 0.01% | 725 |
|
|
2025
Q2 | $293K | Buy |
+3,049
| New | +$296K | 0.01% | 737 |
|
|
2024
Q4 | $268K | Sell |
3,002
-117
| -4% | -$10.5K | 0.01% | 737 |
|
|
2024
Q3 | $273K | Sell |
3,119
-65
| -2% | -$5.21K | 0.01% | 763 |
|
|
2024
Q2 | $226K | Sell |
3,184
-729
| -19% | -$53K | 0.01% | 807 |
|
|
2024
Q1 | $289K | Sell |
3,913
-338
| -8% | -$24K | 0.01% | 750 |
|
|
2023
Q4 | $308K | Sell |
4,251
-418
| -9% | -$31.8K | 0.02% | 717 |
|
|
2023
Q3 | $349K | Sell |
4,669
-255
| -5% | -$20.8K | 0.02% | 632 |
|
|
2023
Q2 | $402K | Buy |
4,924
+102
| +2% | +$8.74K | 0.02% | 615 |
|
|
2023
Q1 | $417K | Buy |
4,822
+80
| +2% | +$6.85K | 0.02% | 601 |
|
|
2022
Q4 | $422K | Sell |
4,742
-768
| -14% | -$64.5K | 0.03% | 574 |
|
|
2022
Q3 | $444K | Buy |
5,510
+217
| +4% | +$19.8K | 0.03% | 536 |
|
|
2022
Q2 | $478K | Buy |
5,293
+554
| +12% | +$51.3K | 0.03% | 523 |
|
|
2022
Q1 | $444K | Buy |
4,739
+175
| +4% | +$15.3K | 0.03% | 559 |
|
|
2021
Q4 | $406K | Buy |
4,564
+165
| +4% | +$14K | 0.02% | 602 |
|
|
2021
Q3 | $357K | Buy |
4,399
+299
| +7% | +$25.5K | 0.02% | 635 |
|
|
2021
Q2 | $328K | Buy |
4,100
+778
| +23% | +$65.1K | 0.02% | 679 |
|
|
2021
Q1 | $270K | Sell |
3,322
-5,425
| -62% | -$406K | 0.02% | 640 |
|
|
2020
Q4 | $683K | Buy |
8,747
+828
| +10% | +$66.3K | 0.05% | 365 |
|
|
2020
Q3 | $627K | Sell |
7,919
-165
| -2% | -$12.9K | 0.06% | 324 |
|
|
2020
Q2 | $569K | Sell |
8,084
-254
| -3% | -$18.4K | 0.05% | 331 |
|
|
2020
Q1 | $608K | Buy |
8,338
+265
| +3% | +$21K | 0.07% | 278 |
|
|
2019
Q4 | $620K | Sell |
8,073
-76
| -0.9% | -$5.77K | 0.06% | 338 |
|
|
2019
Q3 | $652K | Sell |
8,149
-109
| -1% | -$8.37K | 0.07% | 320 |
|
|
2019
Q2 | $620K | Buy |
8,258
+60
| +0.7% | +$4.42K | 0.07% | 327 |
|
|
2019
Q1 | $603K | Buy |
8,198
+75
| +0.9% | +$5.23K | 0.08% | 314 |
|
|
2018
Q4 | $530K | Sell |
8,123
-122
| -1% | -$8.13K | 0.08% | 307 |
|
|
2018
Q3 | $522K | Buy |
8,245
+800
| +11% | +$50.4K | 0.06% | 352 |
|
|
2018
Q2 | $453K | Sell |
7,445
-36
| -0.5% | -$2.07K | 0.06% | 363 |
|
|
2018
Q1 | $424K | Buy |
7,481
+149
| +2% | +$8.25K | 0.06% | 392 |
|
|
2017
Q4 | $433K | Buy |
7,332
+91
| +1% | +$5.59K | 0.06% | 381 |
|
|
2017
Q3 | $419K | Sell |
7,241
-3
| -0% | -$173 | 0.06% | 377 |
|
|
2017
Q2 | $396K | Buy |
+7,244
| New | +$402K | 0.07% | 362 |
|
|
2017
Q1 | – | Sell |
-7,255
| Closed | -$381K | – | 557 |
|
|
2016
Q4 | $381K | Buy |
7,255
+239
| +3% | +$11.8K | 0.07% | 338 |
|
|
2016
Q3 | $345K | Sell |
7,016
-460
| -6% | -$23.5K | 0.07% | 341 |
|
|
2016
Q2 | $401K | Hold |
7,476
| – | – | 0.09% | 278 |
|
|
2016
Q1 | $375K | Buy |
+7,476
| New | +$345K | 0.09% | 273 |
|
Other funds holding AEE
