MWC
MBM Wealth Consultants’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Hold |
4,666
| – | – | 0.12% | 71 |
|
|
2025
Q1 | $468K | Buy |
4,666
+422
| +10% | +$42.4K | 0.14% | 67 |
|
|
2024
Q4 | $378K | Buy |
4,244
+23
| +0.5% | +$2.05K | 0.11% | 74 |
|
|
2024
Q3 | $369K | Hold |
4,221
| – | – | 0.12% | 71 |
|
|
2024
Q2 | $301K | Hold |
4,221
| – | – | 0.1% | 77 |
|
|
2024
Q1 | $315K | Hold |
4,221
| – | – | 0.11% | 76 |
|
|
2023
Q4 | $295K | Sell |
4,221
-830
| -16% | -$57.9K | 0.11% | 77 |
|
|
2023
Q3 | $394K | Hold |
5,051
| – | – | 0.17% | 62 |
|
|
2023
Q2 | $427K | Buy |
5,051
+350
| +7% | +$29.6K | 0.18% | 60 |
|
|
2023
Q1 | $406K | Hold |
4,701
| – | – | 0.17% | 60 |
|
|
2022
Q4 | $416K | Hold |
4,701
| – | – | 0.19% | 60 |
|
|
2022
Q3 | $389K | Buy |
4,701
+4,184
| +809% | +$346K | 0.19% | 60 |
|
|
2022
Q2 | $47K | Sell |
517
-4,085
| -89% | -$371K | 0.02% | 160 |
|
|
2022
Q1 | $431K | Hold |
4,602
| – | – | 0.18% | 65 |
|
|
2021
Q4 | $410K | Sell |
4,602
-122
| -3% | -$10.9K | 0.17% | 66 |
|
|
2021
Q3 | $383K | Sell |
4,724
-26
| -0.5% | -$2.11K | 0.17% | 74 |
|
|
2021
Q2 | $380K | Buy |
4,750
+26
| +0.6% | +$2.08K | 0.18% | 76 |
|
|
2021
Q1 | $384K | Sell |
4,724
-313
| -6% | -$25.4K | 0.2% | 72 |
|
|
2020
Q4 | $393K | Hold |
5,037
| – | – | 0.21% | 59 |
|
|
2020
Q3 | $398K | Hold |
5,037
| – | – | 0.25% | 48 |
|
|
2020
Q2 | $354K | Hold |
5,037
| – | – | 0.25% | 51 |
|
|
2020
Q1 | $367K | Sell |
5,037
-400
| -7% | -$29.1K | 0.3% | 53 |
|
|
2019
Q4 | $418K | Buy |
5,437
+313
| +6% | +$24.1K | 0.31% | 66 |
|
|
2019
Q3 | $410K | Sell |
5,124
-869
| -15% | -$69.5K | 0.32% | 71 |
|
|
2019
Q2 | $450K | Buy |
5,993
+1,369
| +30% | +$103K | 0.37% | 59 |
|
|
2019
Q1 | $340K | Buy |
4,624
+1
| +0% | +$74 | 0.3% | 73 |
|
|
2018
Q4 | $302K | Buy |
+4,623
| New | +$302K | 0.29% | 71 |
|