Perigon Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Buy |
73,495
+6,654
| +10% | +$70K | 0.02% | 548 |
|
|
2025
Q1 | $830K | Buy |
66,841
+39,107
| +141% | +$486K | 0.02% | 494 |
|
|
2024
Q4 | $333K | Sell |
27,734
-11,369
| -29% | -$136K | 0.01% | 779 |
|
|
2024
Q3 | $784K | Sell |
39,103
-1,181
| -3% | -$23.7K | 0.02% | 489 |
|
|
2024
Q2 | $708K | Buy |
40,284
+3,746
| +10% | +$65.8K | 0.02% | 452 |
|
|
2024
Q1 | $655K | Buy |
36,538
+8,437
| +30% | +$151K | 0.02% | 473 |
|
|
2023
Q4 | $541K | Buy |
28,101
+2,550
| +10% | +$49.1K | 0.02% | 474 |
|
|
2023
Q3 | $388K | Buy |
25,551
+6,479
| +34% | +$98.5K | 0.02% | 513 |
|
|
2023
Q2 | $395K | Sell |
19,072
-3,215
| -14% | -$66.6K | 0.02% | 520 |
|
|
2023
Q1 | $537K | Sell |
22,287
-2,487
| -10% | -$59.9K | 0.03% | 378 |
|
|
2022
Q4 | $712K | Buy |
24,774
+430
| +2% | +$12.4K | 0.04% | 333 |
|
|
2022
Q3 | $550K | Sell |
24,344
-1,788
| -7% | -$40.4K | 0.05% | 312 |
|
|
2022
Q2 | $549K | Buy |
26,132
+2,922
| +13% | +$61.4K | 0.05% | 314 |
|
|
2022
Q1 | $597K | Buy |
23,210
+3,002
| +15% | +$77.2K | 0.04% | 322 |
|
|
2021
Q4 | $491K | Buy |
20,208
+1,426
| +8% | +$34.6K | 0.04% | 345 |
|
|
2021
Q3 | $429K | Buy |
18,782
+1,383
| +8% | +$31.6K | 0.04% | 335 |
|
|
2021
Q2 | $454K | Sell |
17,399
-121
| -0.7% | -$3.16K | 0.04% | 324 |
|
|
2021
Q1 | $470K | Sell |
17,520
-3,452
| -16% | -$92.6K | 0.05% | 303 |
|
|
2020
Q4 | $493K | Buy |
20,972
+236
| +1% | +$5.55K | 0.06% | 249 |
|
|
2020
Q3 | $376K | Buy |
20,736
+292
| +1% | +$5.3K | 0.05% | 260 |
|
|
2020
Q2 | $296K | Buy |
20,444
+3,963
| +24% | +$57.4K | 0.05% | 271 |
|
|
2020
Q1 | $243K | Buy |
+16,481
| New | +$243K | 0.05% | 274 |
|
|
2019
Q3 | – | Sell |
-10,420
| Closed | -$175K | – | 238 |
|
|
2019
Q2 | $175K | Buy |
+10,420
| New | +$175K | 0.04% | 233 |
|
|
2018
Q4 | – | Sell |
-27,240
| Closed | -$381K | – | 223 |
|
|
2018
Q3 | $381K | Hold |
27,240
| – | – | 0.09% | 146 |
|
|
2018
Q2 | $365K | Buy |
27,240
+1,480
| +6% | +$19.8K | 0.11% | 159 |
|
|
2018
Q1 | $293K | Buy |
+25,760
| New | +$293K | 0.11% | 131 |
|