West Branch Capital’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193 | Hold |
2
| – | – | ﹤0.01% | 448 |
|
|
2025
Q1 | $201 | Hold |
2
| – | – | ﹤0.01% | 471 |
|
|
2024
Q4 | $179 | Hold |
2
| – | – | ﹤0.01% | 479 |
|
|
2024
Q3 | $175 | Buy |
+2
| New | +$175 | ﹤0.01% | 479 |
|
|
2023
Q2 | – | Sell |
-304
| Closed | -$26.3K | – | 450 |
|
|
2023
Q1 | $26.3K | Hold |
304
| – | – | 0.01% | 209 |
|
|
2022
Q4 | $27K | Hold |
304
| – | – | 0.02% | 202 |
|
|
2022
Q3 | $24K | Hold |
304
| – | – | 0.01% | 212 |
|
|
2022
Q2 | $27K | Hold |
304
| – | – | 0.02% | 206 |
|
|
2022
Q1 | $29K | Hold |
304
| – | – | 0.01% | 216 |
|
|
2021
Q4 | $27K | Hold |
304
| – | – | 0.01% | 239 |
|
|
2021
Q3 | $25K | Hold |
304
| – | – | 0.01% | 232 |
|
|
2021
Q2 | $24K | Buy |
+304
| New | +$24K | 0.01% | 240 |
|