Laird Norton Wetherby Wealth Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
+10,786
| New | +$113K | 0.01% | 916 |
|
|
2024
Q4 | $169K | Sell |
13,103
-7,881
| -38% | -$101K | 0.01% | 861 |
|
|
2024
Q3 | $421K | Sell |
20,984
-465
| -2% | -$9.33K | 0.02% | 621 |
|
|
2024
Q2 | $377K | Buy |
21,449
+952
| +5% | +$16.7K | 0.02% | 628 |
|
|
2024
Q1 | $368K | Sell |
20,497
-2,208
| -10% | -$39.6K | 0.02% | 669 |
|
|
2023
Q4 | $437K | Buy |
22,705
+8,551
| +60% | +$165K | 0.02% | 587 |
|
|
2023
Q3 | $215K | Buy |
14,154
+1,010
| +8% | +$15.4K | 0.01% | 797 |
|
|
2023
Q2 | $272K | Buy |
13,144
+1,147
| +10% | +$23.8K | 0.01% | 752 |
|
|
2023
Q1 | $289K | Sell |
11,997
-1,528
| -11% | -$36.8K | 0.02% | 720 |
|
|
2022
Q4 | $389K | Buy |
13,525
+1,376
| +11% | +$39.6K | 0.03% | 598 |
|
|
2022
Q3 | $275K | Buy |
12,149
+647
| +6% | +$14.6K | 0.02% | 688 |
|
|
2022
Q2 | $242K | Buy |
11,502
+774
| +7% | +$16.3K | 0.02% | 752 |
|
|
2022
Q1 | $276K | Buy |
10,728
+430
| +4% | +$11.1K | 0.02% | 735 |
|
|
2021
Q4 | $250K | Buy |
10,298
+212
| +2% | +$5.15K | 0.01% | 769 |
|
|
2021
Q3 | $230K | Sell |
10,086
-72
| -0.7% | -$1.64K | 0.01% | 792 |
|
|
2021
Q2 | $265K | Buy |
10,158
+470
| +5% | +$12.3K | 0.02% | 747 |
|
|
2021
Q1 | $260K | Sell |
9,688
-164
| -2% | -$4.4K | 0.02% | 665 |
|
|
2020
Q4 | $232K | Buy |
+9,852
| New | +$232K | 0.02% | 752 |
|
|
2020
Q3 | – | Sell |
-12,261
| Closed | -$178K | – | 721 |
|
|
2020
Q2 | $178K | Sell |
12,261
-297
| -2% | -$4.31K | 0.02% | 655 |
|
|
2020
Q1 | $171K | Buy |
12,558
+1,446
| +13% | +$19.7K | 0.02% | 591 |
|
|
2019
Q4 | $222K | Buy |
11,112
+419
| +4% | +$8.37K | 0.02% | 634 |
|
|
2019
Q3 | $175K | Buy |
+10,693
| New | +$175K | 0.02% | 665 |
|
|
2018
Q4 | – | Sell |
-15,919
| Closed | -$223K | – | 635 |
|
|
2018
Q3 | $223K | Buy |
+15,919
| New | +$223K | 0.03% | 588 |
|
|
2017
Q1 | – | Sell |
-11,606
| Closed | -$135K | – | 558 |
|
|
2016
Q4 | $135K | Sell |
11,606
-134
| -1% | -$1.56K | 0.03% | 512 |
|
|
2016
Q3 | $151K | Buy |
+11,740
| New | +$151K | 0.03% | 500 |
|
|
2015
Q4 | – | Sell |
-12,142
| Closed | -$119K | – | 465 |
|
|
2015
Q3 | $119K | Sell |
12,142
-566
| -4% | -$5.55K | 0.03% | 433 |
|
|
2015
Q2 | $168K | Buy |
12,708
+2,436
| +24% | +$32.2K | 0.04% | 441 |
|
|
2015
Q1 | $132K | Sell |
10,272
-837
| -8% | -$10.8K | 0.03% | 451 |
|
|
2014
Q4 | $153K | Buy |
11,109
+53
| +0.5% | +$730 | 0.04% | 433 |
|
|
2014
Q3 | $157K | Buy |
11,056
+1,001
| +10% | +$14.2K | 0.04% | 416 |
|
|
2014
Q2 | $157K | Sell |
10,055
-712
| -7% | -$11.1K | 0.04% | 414 |
|
|
2014
Q1 | $153K | Buy |
10,767
+277
| +3% | +$3.94K | 0.04% | 407 |
|
|
2013
Q4 | $152K | Buy |
10,490
+12
| +0.1% | +$174 | 0.04% | 413 |
|
|
2013
Q3 | $139K | Sell |
10,478
-999
| -9% | -$13.3K | 0.04% | 390 |
|
|
2013
Q2 | $138K | Buy |
+11,477
| New | +$138K | 0.05% | 356 |
|