Mosaic Family Wealth Partners’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
13,834
+250
| +2% | +$24K | 0.17% | 64 |
|
|
2025
Q1 | $1.36M | Buy |
13,584
+439
| +3% | +$44.1K | 0.19% | 58 |
|
|
2024
Q4 | $1.17M | Buy |
13,145
+149
| +1% | +$13.3K | 0.17% | 64 |
|
|
2024
Q3 | $1.14M | Buy |
12,996
+42
| +0.3% | +$3.67K | 0.17% | 70 |
|
|
2024
Q2 | $921K | Buy |
12,954
+267
| +2% | +$19K | 0.15% | 79 |
|
|
2024
Q1 | $938K | Sell |
12,687
-1,720
| -12% | -$127K | 0.15% | 77 |
|
|
2023
Q4 | $1.04M | Sell |
14,407
-552
| -4% | -$39.9K | 0.18% | 67 |
|
|
2023
Q3 | $1.12M | Buy |
14,959
+4,268
| +40% | +$319K | 0.22% | 50 |
|
|
2023
Q2 | $873K | Buy |
10,691
+17
| +0.2% | +$1.39K | 0.17% | 71 |
|
|
2023
Q1 | $922K | Buy |
10,674
+16
| +0.2% | +$1.38K | 0.19% | 67 |
|
|
2022
Q4 | $948K | Buy |
+10,658
| New | +$948K | 0.27% | 60 |
|