Northwestern Mutual Wealth Management’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 | $607K | Sell |
4,578
-2,696
| -37% | -$357K | ﹤0.01% | 1325 |
|
|
2025
Q1 | $693K | Sell |
7,274
-90
| -1% | -$8.58K | ﹤0.01% | 1227 |
|
|
2024
Q4 | $852K | Sell |
7,364
-725
| -9% | -$83.8K | ﹤0.01% | 1122 |
|
|
2024
Q3 | $851K | Buy |
8,089
+92
| +1% | +$9.68K | ﹤0.01% | 1116 |
|
|
2024
Q2 | $870K | Buy |
7,997
+369
| +5% | +$40.1K | ﹤0.01% | 1071 |
|
|
2024
Q1 | $778K | Buy |
7,628
+150
| +2% | +$15.3K | ﹤0.01% | 1085 |
|
|
2023
Q4 | $815K | Buy |
7,478
+786
| +12% | +$85.6K | ﹤0.01% | 1042 |
|
|
2023
Q3 | $690K | Buy |
6,692
+635
| +10% | +$65.5K | ﹤0.01% | 1055 |
|
|
2023
Q2 | $675K | Sell |
6,057
-87
| -1% | -$9.7K | ﹤0.01% | 1061 |
|
|
2023
Q1 | $602K | Sell |
6,144
-123
| -2% | -$12.1K | ﹤0.01% | 1069 |
|
|
2022
Q4 | $538K | Buy |
6,267
+1,948
| +45% | +$167K | ﹤0.01% | 1079 |
|
|
2022
Q3 | $334K | Sell |
4,319
-198
| -4% | -$15.3K | ﹤0.01% | 1209 |
|
|
2022
Q2 | $330K | Buy |
4,517
+21
| +0.5% | +$1.53K | ﹤0.01% | 1216 |
|
|
2022
Q1 | $388K | Buy |
4,496
+1,746
| +63% | +$151K | ﹤0.01% | 1173 |
|
|
2021
Q4 | $251K | Buy |
2,750
+387
| +16% | +$35.3K | ﹤0.01% | 1338 |
|
|
2021
Q3 | $207K | Buy |
2,363
+1,885
| +394% | +$165K | ﹤0.01% | 1328 |
|
|
2021
Q2 | $54K | Buy |
478
+206
| +76% | +$23.3K | ﹤0.01% | 1825 |
|
|
2021
Q1 | $29K | Buy |
272
+119
| +78% | +$12.7K | ﹤0.01% | 1920 |
|
|
2020
Q4 | $15K | Buy |
153
+74
| +94% | +$7.26K | ﹤0.01% | 2055 |
|
|
2020
Q3 | $5K | Hold |
79
| – | – | ﹤0.01% | 2159 |
|
|
2020
Q2 | $5K | Sell |
79
-20
| -20% | -$1.27K | ﹤0.01% | 2059 |
|
|
2020
Q1 | $5K | Buy |
99
+20
| +25% | +$1.01K | ﹤0.01% | 2052 |
|
|
2019
Q4 | $6K | Hold |
79
| – | – | ﹤0.01% | 2021 |
|
|
2019
Q3 | $5K | Hold |
79
| – | – | ﹤0.01% | 2083 |
|
|
2019
Q2 | $4K | Sell |
79
-23
| -23% | -$1.17K | ﹤0.01% | 2146 |
|
|
2019
Q1 | $5K | Buy |
102
+72
| +240% | +$3.53K | ﹤0.01% | 2118 |
|
|
2018
Q4 | $1K | Sell |
30
-33
| -52% | -$1.1K | ﹤0.01% | 2253 |
|
|
2018
Q3 | $3K | Sell |
63
-180
| -74% | -$8.57K | ﹤0.01% | 2179 |
|
|
2018
Q2 | $14K | Buy |
243
+113
| +87% | +$6.51K | ﹤0.01% | 1714 |
|
|
2018
Q1 | $8K | Sell |
130
-15
| -10% | -$923 | ﹤0.01% | 1801 |
|
|
2017
Q4 | $10K | Buy |
145
+37
| +34% | +$2.55K | ﹤0.01% | 1749 |
|
|
2017
Q3 | $9K | Buy |
108
+3
| +3% | +$250 | ﹤0.01% | 1680 |
|
|
2017
Q2 | $7K | Buy |
105
+30
| +40% | +$2K | ﹤0.01% | 1671 |
|
|
2017
Q1 | $5K | Sell |
75
-239
| -76% | -$15.9K | ﹤0.01% | 1699 |
|
|
2016
Q4 | $17K | Buy |
+314
| New | +$17K | ﹤0.01% | 1413 |
|
|
2016
Q3 | – | Sell |
-225
| Closed | -$9K | – | 200 |
|
|
2016
Q2 | $9K | Buy |
+225
| New | +$9K | ﹤0.01% | 1397 |
|