Montag & Associates’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.84K | Hold |
840
| – | – | ﹤0.01% | 753 |
|
|
2025
Q1 | $10.4K | Hold |
840
| – | – | ﹤0.01% | 783 |
|
|
2024
Q4 | $10.8K | Hold |
840
| – | – | ﹤0.01% | 776 |
|
|
2024
Q3 | $16.9K | Hold |
840
| – | – | ﹤0.01% | 749 |
|
|
2024
Q2 | $14.8K | Hold |
840
| – | – | ﹤0.01% | 737 |
|
|
2024
Q1 | $15.1K | Hold |
840
| – | – | ﹤0.01% | 724 |
|
|
2023
Q4 | $16.2K | Hold |
840
| – | – | ﹤0.01% | 713 |
|
|
2023
Q3 | $12.8K | Hold |
840
| – | – | ﹤0.01% | 706 |
|
|
2023
Q2 | $17.4K | Hold |
840
| – | – | ﹤0.01% | 677 |
|
|
2023
Q1 | $20.2K | Hold |
840
| – | – | ﹤0.01% | 660 |
|
|
2022
Q4 | $24.2K | Hold |
840
| – | – | ﹤0.01% | 642 |
|
|
2022
Q3 | $19K | Hold |
840
| – | – | ﹤0.01% | 664 |
|
|
2022
Q2 | $18K | Hold |
840
| – | – | ﹤0.01% | 645 |
|
|
2022
Q1 | $22K | Hold |
840
| – | – | ﹤0.01% | 659 |
|
|
2021
Q4 | $20K | Hold |
840
| – | – | ﹤0.01% | 672 |
|
|
2021
Q3 | $19K | Hold |
840
| – | – | ﹤0.01% | 670 |
|
|
2021
Q2 | $22K | Hold |
840
| – | – | ﹤0.01% | 654 |
|
|
2021
Q1 | $23K | Hold |
840
| – | – | ﹤0.01% | 650 |
|
|
2020
Q4 | $20K | Buy |
+840
| New | +$20K | ﹤0.01% | 637 |
|