Venturi Wealth Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,564
| Closed | -$139K | – | 572 |
|
|
2024
Q4 | $139K | Buy |
1,564
+973
| +165% | +$86.7K | 0.01% | 652 |
|
|
2024
Q3 | $51.7K | Buy |
591
+48
| +9% | +$4.2K | ﹤0.01% | 753 |
|
|
2024
Q2 | $38.6K | Buy |
543
+519
| +2,163% | +$36.9K | ﹤0.01% | 743 |
|
|
2024
Q1 | $1.78K | Sell |
24
-90
| -79% | -$6.66K | ﹤0.01% | 1269 |
|
|
2023
Q4 | $8.25K | Sell |
114
-179
| -61% | -$12.9K | ﹤0.01% | 917 |
|
|
2023
Q3 | $21.9K | Sell |
293
-41
| -12% | -$3.07K | ﹤0.01% | 601 |
|
|
2023
Q2 | $27.3K | Sell |
334
-7,994
| -96% | -$653K | ﹤0.01% | 503 |
|
|
2023
Q1 | $719K | Sell |
8,328
-1,019
| -11% | -$88K | 0.06% | 200 |
|
|
2022
Q4 | $831K | Sell |
9,347
-251
| -3% | -$22.3K | 0.07% | 191 |
|
|
2022
Q3 | $773K | Sell |
9,598
-638
| -6% | -$51.4K | 0.07% | 178 |
|
|
2022
Q2 | $925K | Sell |
10,236
-348
| -3% | -$31.4K | 0.08% | 148 |
|
|
2022
Q1 | $992K | Buy |
+10,584
| New | +$992K | 0.08% | 160 |
|