Venturi Wealth Management’s Atlas Energy Solutions AESI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Hold |
1,086,254
| – | – | 0.72% | 45 |
|
|
2025
Q1 | $19.4M | Hold |
1,086,254
| – | – | 1.01% | 20 |
|
|
2024
Q4 | $24.1M | Sell |
1,086,254
-116,500
| -10% | -$2.58M | 1.19% | 16 |
|
|
2024
Q3 | $26.2M | Hold |
1,202,754
| – | – | 1.37% | 13 |
|
|
2024
Q2 | $24M | Sell |
1,202,754
-216,598
| -15% | -$4.32M | 1.42% | 11 |
|
|
2024
Q1 | $32.1M | Sell |
1,419,352
-204,493
| -13% | -$4.63M | 2.06% | 9 |
|
|
2023
Q4 | $28M | Buy |
+1,623,845
| New | +$28M | 1.98% | 9 |
|