TW
TritonPoint Wealth’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Sell |
310,011
-56,672
| -15% | -$596K | 0.3% | 84 |
|
|
2025
Q1 | $4.55M | Buy |
366,683
+59,806
| +19% | +$743K | 0.43% | 61 |
|
|
2024
Q4 | $3.95M | Buy |
306,877
+48,287
| +19% | +$621K | 0.36% | 76 |
|
|
2024
Q3 | $5.19M | Buy |
258,590
+45,528
| +21% | +$914K | 0.47% | 58 |
|
|
2024
Q2 | $3.74M | Buy |
213,062
+12,210
| +6% | +$215K | 0.36% | 74 |
|
|
2024
Q1 | $3.4M | Buy |
200,852
+19,049
| +10% | +$322K | 0.36% | 73 |
|
|
2023
Q4 | $3.5M | Buy |
+181,803
| New | +$3.5M | 0.34% | 76 |
|