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
Q3 | $174K | Buy |
13,240
+2,454
| +23% | +$31.9K | 0.01% | 903 |
|
|
2025
Q2 | $113K | Buy |
+10,786
| New | +$115K | 0.01% | 917 |
|
|
2024
Q4 | $169K | Sell |
13,103
-7,881
| -38% | -$118K | 0.01% | 861 |
|
|
2024
Q3 | $421K | Sell |
20,984
-465
| -2% | -$8.23K | 0.02% | 621 |
|
|
2024
Q2 | $377K | Buy |
21,449
+952
| +5% | +$18.1K | 0.02% | 632 |
|
|
2024
Q1 | $368K | Sell |
20,497
-2,208
| -10% | -$36.9K | 0.02% | 672 |
|
|
2023
Q4 | $437K | Buy |
22,705
+8,551
| +60% | +$139K | 0.02% | 589 |
|
|
2023
Q3 | $215K | Buy |
14,154
+1,010
| +8% | +$19.2K | 0.01% | 799 |
|
|
2023
Q2 | $272K | Buy |
13,144
+1,147
| +10% | +$25.3K | 0.01% | 755 |
|
|
2023
Q1 | $289K | Sell |
11,997
-1,528
| -11% | -$38.8K | 0.02% | 721 |
|
|
2022
Q4 | $389K | Buy |
13,525
+1,376
| +11% | +$37.1K | 0.03% | 600 |
|
|
2022
Q3 | $275K | Buy |
12,149
+647
| +6% | +$15.3K | 0.02% | 690 |
|
|
2022
Q2 | $242K | Buy |
11,502
+774
| +7% | +$16.9K | 0.02% | 754 |
|
|
2022
Q1 | $276K | Buy |
10,728
+430
| +4% | +$9.72K | 0.02% | 740 |
|
|
2021
Q4 | $250K | Buy |
10,298
+212
| +2% | +$5.15K | 0.01% | 780 |
|
|
2021
Q3 | $230K | Sell |
10,086
-72
| -0.7% | -$1.75K | 0.01% | 811 |
|
|
2021
Q2 | $265K | Buy |
10,158
+470
| +5% | +$12.4K | 0.02% | 759 |
|
|
2021
Q1 | $260K | Sell |
9,688
-164
| -2% | -$4.36K | 0.02% | 665 |
|
|
2020
Q4 | $232K | Buy |
+9,852
| New | +$205K | 0.02% | 763 |
|
|
2020
Q3 | – | Sell |
-12,261
| Closed | -$178K | – | 722 |
|
|
2020
Q2 | $178K | Sell |
12,261
-297
| -2% | -$3.9K | 0.02% | 655 |
|
|
2020
Q1 | $171K | Buy |
12,558
+1,446
| +13% | +$25.9K | 0.02% | 592 |
|
|
2019
Q4 | $222K | Buy |
11,112
+419
| +4% | +$7.5K | 0.02% | 635 |
|
|
2019
Q3 | $175K | Buy |
+10,693
| New | +$172K | 0.02% | 666 |
|
|
2018
Q4 | – | Sell |
-15,919
| Closed | -$223K | – | 635 |
|
|
2018
Q3 | $223K | Buy |
+15,919
| New | +$214K | 0.03% | 588 |
|
|
2017
Q1 | – | Sell |
-11,606
| Closed | -$135K | – | 558 |
|
|
2016
Q4 | $135K | Sell |
11,606
-134
| -1% | -$1.57K | 0.03% | 512 |
|
|
2016
Q3 | $151K | Buy |
+11,740
| New | +$146K | 0.03% | 500 |
|
|
2015
Q4 | – | Sell |
-12,142
| Closed | -$119K | – | 466 |
|
|
2015
Q3 | $119K | Sell |
12,142
-566
| -4% | -$6.83K | 0.03% | 433 |
|
|
2015
Q2 | $168K | Buy |
12,708
+2,436
| +24% | +$32.7K | 0.04% | 441 |
|
|
2015
Q1 | $132K | Sell |
10,272
-837
| -8% | -$10.5K | 0.03% | 451 |
|
|
2014
Q4 | $153K | Buy |
11,109
+53
| +0.5% | +$724 | 0.04% | 433 |
|
|
2014
Q3 | $157K | Buy |
11,056
+1,001
| +10% | +$14.9K | 0.04% | 416 |
|
|
2014
Q2 | $157K | Sell |
10,055
-712
| -7% | -$10.2K | 0.04% | 414 |
|
|
2014
Q1 | $153K | Buy |
10,767
+277
| +3% | +$3.91K | 0.04% | 407 |
|
|
2013
Q4 | $152K | Buy |
10,490
+12
| +0.1% | +$171 | 0.04% | 413 |
|
|
2013
Q3 | $139K | Sell |
10,478
-999
| -9% | -$12.8K | 0.04% | 390 |
|
|
2013
Q2 | $138K | Buy |
+11,477
| New | +$146K | 0.05% | 356 |
|
Other funds holding AES
OAG
