UMB Bank’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.5K | Buy |
313
+94
| +43% | +$12.5K | ﹤0.01% | 1178 |
|
|
2025
Q1 | $20.9K | Buy |
219
+52
| +31% | +$4.96K | ﹤0.01% | 1315 |
|
|
2024
Q4 | $19.3K | Sell |
167
-2
| -1% | -$231 | ﹤0.01% | 1271 |
|
|
2024
Q3 | $17.8K | Buy |
169
+20
| +13% | +$2.11K | ﹤0.01% | 1275 |
|
|
2024
Q2 | $16.2K | Buy |
149
+16
| +12% | +$1.74K | ﹤0.01% | 1142 |
|
|
2024
Q1 | $13.6K | Buy |
133
+16
| +14% | +$1.63K | ﹤0.01% | 1208 |
|
|
2023
Q4 | $12.7K | Sell |
117
-262
| -69% | -$28.5K | ﹤0.01% | 1211 |
|
|
2023
Q3 | $39.1K | Hold |
379
| – | – | ﹤0.01% | 891 |
|
|
2023
Q2 | $42.2K | Hold |
379
| – | – | ﹤0.01% | 883 |
|
|
2023
Q1 | $37.1K | Hold |
379
| – | – | ﹤0.01% | 920 |
|
|
2022
Q4 | $32K | Sell |
379
-14
| -4% | -$1.18K | ﹤0.01% | 967 |
|
|
2022
Q3 | $30K | Sell |
393
-59
| -13% | -$4.5K | ﹤0.01% | 988 |
|
|
2022
Q2 | $33K | Buy |
452
+200
| +79% | +$14.6K | ﹤0.01% | 1010 |
|
|
2022
Q1 | $21K | Buy |
252
+170
| +207% | +$14.2K | ﹤0.01% | 1227 |
|
|
2021
Q4 | $8K | Buy |
+82
| New | +$8K | ﹤0.01% | 1493 |
|