Wealth Enhancement Advisory Services’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
164,140
+19,259
| +13% | +$222K | ﹤0.01% | 1380 |
|
|
2025
Q1 | $1.8M | Buy |
144,881
+19,866
| +16% | +$247K | ﹤0.01% | 1300 |
|
|
2024
Q4 | $1.61M | Sell |
125,015
-968
| -0.8% | -$12.5K | ﹤0.01% | 1284 |
|
|
2024
Q3 | $2.53M | Sell |
125,983
-1,886
| -1% | -$37.8K | 0.01% | 958 |
|
|
2024
Q2 | $2.25M | Sell |
127,869
-1,478
| -1% | -$26K | 0.01% | 941 |
|
|
2024
Q1 | $2.32M | Sell |
129,347
-358
| -0.3% | -$6.42K | 0.01% | 892 |
|
|
2023
Q4 | $2.5M | Sell |
129,705
-8,783
| -6% | -$169K | 0.01% | 832 |
|
|
2023
Q3 | $2.11M | Buy |
+138,488
| New | +$2.11M | 0.01% | 839 |
|
|
2019
Q3 | – | Sell |
-68,055
| Closed | -$1.16M | – | 197 |
|
|
2019
Q2 | $1.16M | Buy |
+68,055
| New | +$1.16M | 0.05% | 141 |
|