Visionary Wealth Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
12,634
+3,981
| +46% | +$382K | 0.06% | 249 |
|
|
2025
Q1 | $869K | Buy |
8,653
+1,596
| +23% | +$160K | 0.05% | 277 |
|
|
2024
Q4 | $629K | Sell |
7,057
-1
| -0% | -$89 | 0.04% | 319 |
|
|
2024
Q3 | $617K | Sell |
7,058
-2,098
| -23% | -$183K | 0.04% | 320 |
|
|
2024
Q2 | $651K | Buy |
9,156
+36
| +0.4% | +$2.56K | 0.04% | 291 |
|
|
2024
Q1 | $674K | Sell |
9,120
-852
| -9% | -$63K | 0.05% | 283 |
|
|
2023
Q4 | $721K | Sell |
9,972
-193
| -2% | -$14K | 0.05% | 264 |
|
|
2023
Q3 | $761K | Buy |
10,165
+2,001
| +25% | +$150K | 0.06% | 240 |
|
|
2023
Q2 | $667K | Sell |
8,164
-947
| -10% | -$77.3K | 0.05% | 252 |
|
|
2023
Q1 | $787K | Sell |
9,111
-2,260
| -20% | -$195K | 0.07% | 219 |
|
|
2022
Q4 | $1.01M | Buy |
11,371
+2,543
| +29% | +$226K | 0.09% | 172 |
|
|
2022
Q3 | $711K | Sell |
8,828
-688
| -7% | -$55.4K | 0.07% | 190 |
|
|
2022
Q2 | $860K | Buy |
9,516
+487
| +5% | +$44K | 0.08% | 184 |
|
|
2022
Q1 | $847K | Buy |
9,029
+784
| +10% | +$73.5K | 0.07% | 190 |
|
|
2021
Q4 | $734K | Buy |
+8,245
| New | +$734K | 0.06% | 186 |
|
|
2021
Q3 | – | Sell |
-8,144
| Closed | -$652K | – | 314 |
|
|
2021
Q2 | $652K | Buy |
8,144
+592
| +8% | +$47.4K | 0.07% | 169 |
|
|
2021
Q1 | $614K | Sell |
7,552
-2,479
| -25% | -$202K | 0.06% | 177 |
|
|
2020
Q4 | $783K | Buy |
+10,031
| New | +$783K | 0.09% | 154 |
|
|
2020
Q3 | – | Sell |
-8,916
| Closed | -$628K | – | 254 |
|
|
2020
Q2 | $628K | Buy |
8,916
+34
| +0.4% | +$2.4K | 0.1% | 137 |
|
|
2020
Q1 | $647K | Buy |
8,882
+106
| +1% | +$7.72K | 0.12% | 111 |
|
|
2019
Q4 | $674K | Buy |
+8,776
| New | +$674K | 0.12% | 118 |
|