Wells Fargo’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Buy |
46,817
+3,731
| +9% | +$56.7K | ﹤0.01% | 3567 |
|
|
2025
Q1 | $520K | Buy |
43,086
+748
| +2% | +$9.04K | ﹤0.01% | 3650 |
|
|
2024
Q4 | $994K | Buy |
42,338
+7,666
| +22% | +$180K | ﹤0.01% | 3274 |
|
|
2024
Q3 | $1.32M | Buy |
34,672
+4,750
| +16% | +$180K | ﹤0.01% | 3041 |
|
|
2024
Q2 | $862K | Buy |
29,922
+11,178
| +60% | +$322K | ﹤0.01% | 3259 |
|
|
2024
Q1 | $452K | Buy |
18,744
+3,833
| +26% | +$92.5K | ﹤0.01% | 3616 |
|
|
2023
Q4 | $472K | Buy |
14,911
+1,176
| +9% | +$37.2K | ﹤0.01% | 3560 |
|
|
2023
Q3 | $530K | Sell |
13,735
-5,286
| -28% | -$204K | ﹤0.01% | 3473 |
|
|
2023
Q2 | $925K | Buy |
19,021
+4,332
| +29% | +$211K | ﹤0.01% | 3340 |
|
|
2023
Q1 | $723K | Buy |
14,689
+9,816
| +201% | +$483K | ﹤0.01% | 3372 |
|
|
2022
Q4 | $278K | Sell |
4,873
-901
| -16% | -$51.5K | ﹤0.01% | 3749 |
|
|
2022
Q3 | $385K | Sell |
5,774
-3,247
| -36% | -$217K | ﹤0.01% | 3606 |
|
|
2022
Q2 | $411K | Sell |
9,021
-14,452
| -62% | -$658K | ﹤0.01% | 3631 |
|
|
2022
Q1 | $1.87M | Sell |
23,473
-9,723
| -29% | -$773K | ﹤0.01% | 3176 |
|
|
2021
Q4 | $2.7M | Buy |
33,196
+10,679
| +47% | +$870K | ﹤0.01% | 3006 |
|
|
2021
Q3 | $1.32M | Sell |
22,517
-23,397
| -51% | -$1.37M | ﹤0.01% | 3807 |
|
|
2021
Q2 | $2.88M | Sell |
45,914
-1,492
| -3% | -$93.6K | ﹤0.01% | 3214 |
|
|
2021
Q1 | $2.31M | Sell |
47,406
-26,427
| -36% | -$1.29M | ﹤0.01% | 3369 |
|
|
2020
Q4 | $3.86M | Buy |
73,833
+15,182
| +26% | +$793K | ﹤0.01% | 2950 |
|
|
2020
Q3 | $1.96M | Sell |
58,651
-3,253
| -5% | -$109K | ﹤0.01% | 3276 |
|
|
2020
Q2 | $1.72M | Buy |
61,904
+1,900
| +3% | +$52.8K | ﹤0.01% | 3323 |
|
|
2020
Q1 | $1.02M | Sell |
60,004
-2,093
| -3% | -$35.6K | ﹤0.01% | 3437 |
|
|
2019
Q4 | $1.09M | Sell |
62,097
-21,005
| -25% | -$368K | ﹤0.01% | 3747 |
|
|
2019
Q3 | $1.34M | Sell |
83,102
-18,903
| -19% | -$304K | ﹤0.01% | 3582 |
|
|
2019
Q2 | $1.5M | Sell |
102,005
-9,538
| -9% | -$141K | ﹤0.01% | 3525 |
|
|
2019
Q1 | $1.81M | Sell |
111,543
-24,875
| -18% | -$403K | ﹤0.01% | 3424 |
|
|
2018
Q4 | $1.92M | Sell |
136,418
-17,065
| -11% | -$241K | ﹤0.01% | 3248 |
|
|
2018
Q3 | $2.1M | Sell |
153,483
-30,730
| -17% | -$419K | ﹤0.01% | 3333 |
|
|
2018
Q2 | $2.21M | Buy |
184,213
+40,493
| +28% | +$486K | ﹤0.01% | 3349 |
|
|
2018
Q1 | $1.87M | Buy |
143,720
+35,879
| +33% | +$466K | ﹤0.01% | 3396 |
|
|
2017
Q4 | $926K | Buy |
107,841
+73,202
| +211% | +$629K | ﹤0.01% | 3914 |
|
|
2017
Q3 | $270K | Buy |
34,639
+6,469
| +23% | +$50.4K | ﹤0.01% | 4595 |
|
|
2017
Q2 | $217K | Buy |
28,170
+12,915
| +85% | +$99.5K | ﹤0.01% | 4574 |
|
|
2017
Q1 | $99K | Sell |
15,255
-37,094
| -71% | -$241K | ﹤0.01% | 4963 |
|
|
2016
Q4 | $288K | Buy |
52,349
+38,250
| +271% | +$210K | ﹤0.01% | 4407 |
|
|
2016
Q3 | $74K | Buy |
14,099
+6,025
| +75% | +$31.6K | ﹤0.01% | 4873 |
|
|
2016
Q2 | $35K | Sell |
8,074
-195
| -2% | -$845 | ﹤0.01% | 5089 |
|
|
2016
Q1 | $40K | Buy |
8,269
+564
| +7% | +$2.73K | ﹤0.01% | 5101 |
|
|
2015
Q4 | $48K | Buy |
7,705
+5
| +0.1% | +$31 | ﹤0.01% | 5084 |
|
|
2015
Q3 | $45K | Sell |
7,700
-903
| -10% | -$5.28K | ﹤0.01% | 5089 |
|
|
2015
Q2 | $66K | Buy |
8,603
+6,575
| +324% | +$50.4K | ﹤0.01% | 5050 |
|
|
2015
Q1 | $15K | Buy |
2,028
+107
| +6% | +$791 | ﹤0.01% | 5274 |
|
|
2014
Q4 | $13K | Buy |
1,921
+7
| +0.4% | +$47 | ﹤0.01% | 5296 |
|
|
2014
Q3 | $13K | Sell |
1,914
-89
| -4% | -$604 | ﹤0.01% | 5302 |
|
|
2014
Q2 | $15K | Buy |
2,003
+1,461
| +270% | +$10.9K | ﹤0.01% | 5333 |
|
|
2014
Q1 | $4K | Hold |
542
| – | – | ﹤0.01% | 5401 |
|
|
2013
Q4 | $5K | Hold |
542
| – | – | ﹤0.01% | 5200 |
|
|
2013
Q3 | $6K | Sell |
542
-12,150
| -96% | -$135K | ﹤0.01% | 5118 |
|
|
2013
Q2 | $114K | Buy |
+12,692
| New | +$114K | ﹤0.01% | 4310 |
|