Laird Norton Wetherby Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
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|
2024
Q4 | $169K | Sell |
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|
2024
Q3 | $421K | Sell |
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|
2024
Q2 | $377K | Buy |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $437K | Buy |
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|
2023
Q3 | $215K | Buy |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | $289K | Sell |
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $242K | Buy |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $250K | Buy |
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|
2021
Q3 | $230K | Sell |
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|
2021
Q2 | $265K | Buy |
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|
2021
Q1 | $260K | Sell |
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|
2020
Q4 | $232K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $178K | Sell |
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|
2020
Q1 | $171K | Buy |
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|
2019
Q4 | $222K | Buy |
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|
2019
Q3 | $175K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $223K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $135K | Sell |
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|
2016
Q3 | $151K | Buy |
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|
2015
Q4 | – | Sell |
|
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|
2015
Q3 | $119K | Sell |
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|
2015
Q2 | $168K | Buy |
|
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|
2015
Q1 | $132K | Sell |
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|
2014
Q4 | $153K | Buy |
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|
2014
Q3 | $157K | Buy |
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|
2014
Q2 | $157K | Sell |
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|
2014
Q1 | $153K | Buy |
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|
2013
Q4 | $152K | Buy |
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|
2013
Q3 | $139K | Sell |
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|
2013
Q2 | $138K | Buy |
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