Phillips Wealth Planners’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $209K | Sell |
|
|||||
|
2025
Q2 | $218K | Sell |
|
|||||
|
2025
Q1 | $245K | Buy |
|
|||||
|
2024
Q4 | $125K | Sell |
|
|||||
|
2024
Q3 | $434K | Sell |
|
|||||
|
2024
Q2 | $446K | Sell |
|
|||||
|
2024
Q1 | $402K | Buy |
|
|||||
|
2023
Q4 | $431K | Sell |
|
|||||
|
2023
Q3 | $355K | Buy |
|
|||||
|
2023
Q2 | $423K | Sell |
|
|||||
|
2023
Q1 | $489K | Buy |
|