Prestige Wealth Management Group’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 | $6.37K | Buy |
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|
2025
Q2 | $3.59K | Sell |
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|
2025
Q1 | $6.51K | Sell |
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|
2024
Q4 | $7.26K | Sell |
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|
2024
Q3 | $11.9K | Sell |
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|
2024
Q2 | $10.8K | Buy |
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|
2024
Q1 | $8.73K | Hold |
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|
2023
Q4 | $9.38K | Hold |
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|
2023
Q3 | $7.4K | Hold |
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|
2023
Q2 | $10.1K | Hold |
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|
2023
Q1 | $11.7K | Hold |
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|
2022
Q4 | $14K | Hold |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $12K | Sell |
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|
2021
Q3 | $12K | Hold |
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|
2021
Q2 | $14K | Buy |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $12K | Buy |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $7K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $13K | Buy |
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