Pinnacle Wealth Management Group’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $380K | Buy |
+3,956
| New | +$380K | 0.22% | 81 |
|
2025
Q1 | – | Sell |
-3,956
| Closed | -$353K | – | 109 |
|
2024
Q4 | $353K | Hold |
3,956
| – | – | 0.22% | 80 |
|
2024
Q3 | $346K | Hold |
3,956
| – | – | 0.22% | 84 |
|
2024
Q2 | $281K | Hold |
3,956
| – | – | 0.19% | 83 |
|
2024
Q1 | $293K | Hold |
3,956
| – | – | 0.22% | 83 |
|
2023
Q4 | $286K | Hold |
3,956
| – | – | 0.24% | 77 |
|
2023
Q3 | $296K | Hold |
3,956
| – | – | 0.27% | 72 |
|
2023
Q2 | $323K | Hold |
3,956
| – | – | 0.28% | 69 |
|
2023
Q1 | $342K | Hold |
3,956
| – | – | 0.3% | 69 |
|
2022
Q4 | $352K | Hold |
3,956
| – | – | 0.31% | 69 |
|
2022
Q3 | $319K | Hold |
3,956
| – | – | 0.28% | 75 |
|
2022
Q2 | $357K | Hold |
3,956
| – | – | 0.3% | 81 |
|
2022
Q1 | $371K | Hold |
3,956
| – | – | 0.28% | 84 |
|
2021
Q4 | $352K | Hold |
3,956
| – | – | 0.26% | 87 |
|
2021
Q3 | $320K | Hold |
3,956
| – | – | 0.24% | 92 |
|
2021
Q2 | $317K | Buy |
+3,956
| New | +$317K | 0.23% | 98 |
|