Phillips Wealth Planners’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
19,689
-4,057
| -17% | -$44.9K | 0.2% | 175 |
|
|
2025
Q1 | $245K | Buy |
23,746
+13,312
| +128% | +$137K | 0.26% | 140 |
|
|
2024
Q4 | $125K | Sell |
10,434
-13,819
| -57% | -$166K | 0.13% | 176 |
|
|
2024
Q3 | $434K | Sell |
24,253
-622
| -3% | -$11.1K | 0.42% | 77 |
|
|
2024
Q2 | $446K | Sell |
24,875
-407
| -2% | -$7.29K | 0.47% | 74 |
|
|
2024
Q1 | $402K | Buy |
25,282
+489
| +2% | +$7.78K | 0.46% | 77 |
|
|
2023
Q4 | $431K | Sell |
24,793
-884
| -3% | -$15.4K | 0.52% | 64 |
|
|
2023
Q3 | $355K | Buy |
25,677
+5,283
| +26% | +$73.1K | 0.48% | 78 |
|
|
2023
Q2 | $423K | Sell |
20,394
-713
| -3% | -$14.8K | 0.55% | 65 |
|
|
2023
Q1 | $489K | Buy |
+21,107
| New | +$489K | 0.65% | 50 |
|