Wallace Advisory Group’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Buy |
36,156
+748
| +2% | +$9.29K | 0.33% | 91 |
|
|
2025
Q1 | $456K | Buy |
35,408
+11,218
| +46% | +$144K | 0.32% | 93 |
|
|
2024
Q4 | $485K | Buy |
24,190
+1,943
| +9% | +$39K | 0.34% | 84 |
|
|
2024
Q3 | $391K | Sell |
22,247
-754
| -3% | -$13.2K | 0.29% | 94 |
|
|
2024
Q2 | $404K | Buy |
23,001
+2,904
| +14% | +$51K | 0.29% | 94 |
|
|
2024
Q1 | $387K | Buy |
20,097
+2,915
| +17% | +$56.1K | 0.29% | 97 |
|
|
2023
Q4 | $261K | Buy |
17,182
+4,080
| +31% | +$62K | 0.2% | 119 |
|
|
2023
Q3 | $272K | Buy |
13,102
+1,125
| +9% | +$23.3K | 0.2% | 126 |
|
|
2023
Q2 | $288K | Hold |
11,977
| – | – | 0.22% | 118 |
|
|
2023
Q1 | $288K | Sell |
11,977
-1,360
| -10% | -$32.7K | 0.22% | 118 |
|
|
2022
Q4 | $384K | Buy |
+13,337
| New | +$384K | 0.3% | 94 |
|