Moody Aldrich Partners’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07M | Sell |
53,355
-5,315
| -9% | -$704K | 1.37% | 14 |
|
|
2025
Q1 | $5.59M | Buy |
58,670
+6,944
| +13% | +$662K | 1.17% | 26 |
|
|
2024
Q4 | $5.98M | Buy |
51,726
+10,947
| +27% | +$1.27M | 1.11% | 26 |
|
|
2024
Q3 | $4.29M | Sell |
40,779
-717
| -2% | -$75.5K | 0.78% | 59 |
|
|
2024
Q2 | $4.51M | Buy |
41,496
+21,833
| +111% | +$2.37M | 0.88% | 51 |
|
|
2024
Q1 | $2.01M | Sell |
19,663
-13,127
| -40% | -$1.34M | 0.34% | 95 |
|
|
2023
Q4 | $3.57M | Buy |
32,790
+18,561
| +130% | +$2.02M | 0.64% | 69 |
|
|
2023
Q3 | $1.47M | Buy |
+14,229
| New | +$1.47M | 0.28% | 98 |
|
|
2018
Q2 | – | Sell |
-22,897
| Closed | -$1.46M | – | 97 |
|
|
2018
Q1 | $1.46M | Buy |
22,897
+5,036
| +28% | +$322K | 0.94% | 58 |
|
|
2017
Q4 | $1.21M | Buy |
17,861
+3,393
| +23% | +$229K | 0.98% | 52 |
|
|
2017
Q3 | $1.17M | Buy |
14,468
+1,686
| +13% | +$136K | 1.2% | 38 |
|
|
2017
Q2 | $827K | Sell |
12,782
-845
| -6% | -$54.7K | 1.03% | 42 |
|
|
2017
Q1 | $934K | Sell |
13,627
-22,295
| -62% | -$1.53M | 1.6% | 18 |
|
|
2016
Q4 | $1.97M | Sell |
35,922
-925
| -3% | -$50.7K | 1.27% | 27 |
|
|
2016
Q3 | $1.74M | Buy |
36,847
+3,500
| +10% | +$166K | 1.21% | 28 |
|
|
2016
Q2 | $1.27M | Buy |
+33,347
| New | +$1.27M | 1.05% | 43 |
|