Prestige Wealth Management Group’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59K | Sell |
341
-183
| -35% | -$1.93K | ﹤0.01% | 622 |
|
|
2025
Q1 | $6.51K | Sell |
524
-40
| -7% | -$497 | ﹤0.01% | 510 |
|
|
2024
Q4 | $7.26K | Sell |
564
-30
| -5% | -$386 | ﹤0.01% | 522 |
|
|
2024
Q3 | $11.9K | Sell |
594
-23
| -4% | -$461 | ﹤0.01% | 416 |
|
|
2024
Q2 | $10.8K | Buy |
617
+130
| +27% | +$2.28K | ﹤0.01% | 390 |
|
|
2024
Q1 | $8.73K | Hold |
487
| – | – | ﹤0.01% | 470 |
|
|
2023
Q4 | $9.38K | Hold |
487
| – | – | ﹤0.01% | 457 |
|
|
2023
Q3 | $7.4K | Hold |
487
| – | – | ﹤0.01% | 489 |
|
|
2023
Q2 | $10.1K | Hold |
487
| – | – | ﹤0.01% | 458 |
|
|
2023
Q1 | $11.7K | Hold |
487
| – | – | ﹤0.01% | 407 |
|
|
2022
Q4 | $14K | Hold |
487
| – | – | ﹤0.01% | 397 |
|
|
2022
Q3 | $11K | Sell |
487
-16
| -3% | -$361 | ﹤0.01% | 398 |
|
|
2022
Q2 | $11K | Hold |
503
| – | – | ﹤0.01% | 414 |
|
|
2022
Q1 | $13K | Hold |
503
| – | – | ﹤0.01% | 411 |
|
|
2021
Q4 | $12K | Sell |
503
-42
| -8% | -$1K | ﹤0.01% | 446 |
|
|
2021
Q3 | $12K | Hold |
545
| – | – | ﹤0.01% | 448 |
|
|
2021
Q2 | $14K | Buy |
545
+42
| +8% | +$1.08K | ﹤0.01% | 406 |
|
|
2021
Q1 | $13K | Hold |
503
| – | – | ﹤0.01% | 419 |
|
|
2020
Q4 | $12K | Buy |
503
+16
| +3% | +$382 | ﹤0.01% | 418 |
|
|
2020
Q3 | $9K | Hold |
487
| – | – | ﹤0.01% | 450 |
|
|
2020
Q2 | $7K | Hold |
487
| – | – | ﹤0.01% | 468 |
|
|
2020
Q1 | $7K | Buy |
+487
| New | +$7K | ﹤0.01% | 430 |
|
|
2019
Q1 | – | Sell |
-872
| Closed | -$13K | – | 499 |
|
|
2018
Q4 | $13K | Buy |
+872
| New | +$13K | 0.01% | 386 |
|