Wealthfront Advisers’s AES AES Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $195K | Buy |
18,524
+2,516
| +16% | +$26.5K | ﹤0.01% | 939 |
|
2025
Q1 | $199K | Sell |
16,008
-2,122
| -12% | -$26.4K | ﹤0.01% | 912 |
|
2024
Q4 | $233K | Sell |
18,130
-13,432
| -43% | -$173K | ﹤0.01% | 870 |
|
2024
Q3 | $633K | Sell |
31,562
-7,699
| -20% | -$154K | ﹤0.01% | 731 |
|
2024
Q2 | $690K | Buy |
39,261
+13,577
| +53% | +$239K | ﹤0.01% | 692 |
|
2024
Q1 | $461K | Sell |
25,684
-1,259
| -5% | -$22.6K | ﹤0.01% | 739 |
|
2023
Q4 | $519K | Buy |
26,943
+9,470
| +54% | +$182K | ﹤0.01% | 713 |
|
2023
Q3 | $266K | Sell |
17,473
-7,367
| -30% | -$112K | ﹤0.01% | 776 |
|
2023
Q2 | $515K | Sell |
24,840
-69,682
| -74% | -$1.44M | ﹤0.01% | 670 |
|
2023
Q1 | $2.28M | Buy |
94,522
+65,674
| +228% | +$1.58M | 0.01% | 387 |
|
2022
Q4 | $830K | Sell |
28,848
-81
| -0.3% | -$2.33K | ﹤0.01% | 542 |
|
2022
Q3 | $654K | Buy |
28,929
+3,191
| +12% | +$72.1K | ﹤0.01% | 549 |
|
2022
Q2 | $541K | Buy |
25,738
+1,136
| +5% | +$23.9K | ﹤0.01% | 576 |
|
2022
Q1 | $633K | Sell |
24,602
-693
| -3% | -$17.8K | ﹤0.01% | 595 |
|
2021
Q4 | $615K | Sell |
25,295
-2,056
| -8% | -$50K | ﹤0.01% | 564 |
|
2021
Q3 | $625K | Sell |
27,351
-19,392
| -41% | -$443K | ﹤0.01% | 533 |
|
2021
Q2 | $1.22M | Buy |
46,743
+20,155
| +76% | +$526K | 0.01% | 406 |
|
2021
Q1 | $713K | Buy |
26,588
+447
| +2% | +$12K | ﹤0.01% | 417 |
|
2020
Q4 | $615K | Buy |
26,141
+2,833
| +12% | +$66.7K | ﹤0.01% | 410 |
|
2020
Q3 | $422K | Buy |
23,308
+2,752
| +13% | +$49.8K | ﹤0.01% | 423 |
|
2020
Q2 | $298K | Sell |
20,556
-827
| -4% | -$12K | ﹤0.01% | 454 |
|
2020
Q1 | $291K | Sell |
21,383
-96,846
| -82% | -$1.32M | ﹤0.01% | 396 |
|
2019
Q4 | $2.35M | Sell |
118,229
-291
| -0.2% | -$5.79K | 0.02% | 147 |
|
2019
Q3 | $1.94M | Buy |
118,520
+4,169
| +4% | +$68.1K | 0.02% | 174 |
|
2019
Q2 | $1.92M | Sell |
114,351
-7,007
| -6% | -$117K | 0.02% | 163 |
|
2019
Q1 | $2.19M | Buy |
121,358
+2,773
| +2% | +$50.1K | 0.02% | 137 |
|
2018
Q4 | $1.72M | Buy |
+118,585
| New | +$1.72M | 0.02% | 145 |
|