Physician Wealth Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Hold |
3,360
| – | – | 0.05% | 135 |
|
|
2025
Q1 | $337K | Hold |
3,360
| – | – | 0.06% | 128 |
|
|
2024
Q4 | $300K | Hold |
3,360
| – | – | 0.05% | 137 |
|
|
2024
Q3 | $295K | Hold |
3,360
| – | – | 0.05% | 135 |
|
|
2024
Q2 | $248K | Hold |
3,360
| – | – | 0.05% | 146 |
|
|
2024
Q1 | $236K | Buy |
3,360
+10
| +0.3% | +$703 | 0.05% | 146 |
|
|
2023
Q4 | $231K | Hold |
3,350
| – | – | 0.05% | 145 |
|
|
2023
Q3 | $251K | Hold |
3,350
| – | – | 0.06% | 126 |
|
|
2023
Q2 | $278K | Hold |
3,350
| – | – | 0.07% | 120 |
|
|
2023
Q1 | $299K | Hold |
3,350
| – | – | 0.08% | 106 |
|
|
2022
Q4 | $290K | Hold |
3,350
| – | – | 0.08% | 114 |
|
|
2022
Q3 | $273K | Hold |
3,350
| – | – | 0.08% | 117 |
|
|
2022
Q2 | $312K | Hold |
3,350
| – | – | 0.09% | 110 |
|
|
2022
Q1 | $314K | Hold |
3,350
| – | – | 0.08% | 115 |
|
|
2021
Q4 | $296K | Hold |
3,350
| – | – | 0.08% | 127 |
|
|
2021
Q3 | $279K | Hold |
3,350
| – | – | 0.08% | 125 |
|
|
2021
Q2 | $276K | Hold |
3,350
| – | – | 0.08% | 121 |
|
|
2021
Q1 | $273K | Hold |
3,350
| – | – | 0.09% | 120 |
|
|
2020
Q4 | $248K | Hold |
3,350
| – | – | 0.08% | 120 |
|
|
2020
Q3 | $279K | Hold |
3,350
| – | – | 0.11% | 106 |
|
|
2020
Q2 | $279K | Hold |
3,350
| – | – | 0.11% | 108 |
|
|
2020
Q1 | $257K | Hold |
3,350
| – | – | 0.13% | 88 |
|
|
2019
Q4 | $260K | Hold |
3,350
| – | – | 0.12% | 94 |
|
|
2019
Q3 | $248K | Buy |
+3,350
| New | +$248K | 0.12% | 91 |
|