Westside Investment Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.42K | Hold |
800
| – | – | ﹤0.01% | 997 |
|
|
2025
Q1 | $9.94K | Sell |
800
-211
| -21% | -$2.62K | ﹤0.01% | 686 |
|
|
2024
Q4 | $13K | Buy |
1,011
+500
| +98% | +$6.44K | ﹤0.01% | 639 |
|
|
2024
Q3 | $10.3K | Hold |
511
| – | – | ﹤0.01% | 677 |
|
|
2024
Q2 | $8.98K | Hold |
511
| – | – | ﹤0.01% | 669 |
|
|
2024
Q1 | $9.16K | Hold |
511
| – | – | ﹤0.01% | 647 |
|
|
2023
Q4 | $9.84K | Hold |
511
| – | – | ﹤0.01% | 591 |
|
|
2023
Q3 | $7.77K | Hold |
511
| – | – | ﹤0.01% | 628 |
|
|
2023
Q2 | $10.6K | Hold |
511
| – | – | ﹤0.01% | 579 |
|
|
2023
Q1 | $12.3K | Hold |
511
| – | – | ﹤0.01% | 548 |
|
|
2022
Q4 | $14 | Hold |
511
| – | – | ﹤0.01% | 562 |
|
|
2022
Q3 | $11 | Hold |
511
| – | – | ﹤0.01% | 586 |
|
|
2022
Q2 | $10 | Hold |
511
| – | – | ﹤0.01% | 599 |
|
|
2022
Q1 | $13 | Hold |
511
| – | – | ﹤0.01% | 576 |
|
|
2021
Q4 | $12 | Hold |
511
| – | – | ﹤0.01% | 566 |
|
|
2021
Q3 | $11 | Hold |
511
| – | – | ﹤0.01% | 561 |
|
|
2021
Q2 | $13 | Hold |
511
| – | – | ﹤0.01% | 538 |
|
|
2021
Q1 | $13 | Hold |
511
| – | – | ﹤0.01% | 512 |
|
|
2020
Q4 | $12 | Hold |
511
| – | – | ﹤0.01% | 482 |
|
|
2020
Q3 | $9 | Hold |
511
| – | – | ﹤0.01% | 502 |
|
|
2020
Q2 | $7 | Hold |
511
| – | – | ﹤0.01% | 502 |
|
|
2020
Q1 | $6 | Buy |
+511
| New | +$6 | ﹤0.01% | 511 |
|
|
2019
Q2 | $8 | Buy |
+511
| New | +$8 | ﹤0.01% | 495 |
|
|
2018
Q4 | $7.39K | Hold |
511
| – | – | ﹤0.01% | 519 |
|
|
2018
Q3 | $7.18K | Hold |
511
| – | – | ﹤0.01% | 546 |
|
|
2018
Q2 | $6.72K | Hold |
511
| – | – | ﹤0.01% | 636 |
|
|
2018
Q1 | $5.81K | Hold |
511
| – | – | ﹤0.01% | 638 |
|
|
2017
Q4 | $5.55K | Hold |
511
| – | – | ﹤0.01% | 668 |
|
|
2017
Q3 | $5.72K | Hold |
511
| – | – | ﹤0.01% | 652 |
|
|
2017
Q2 | $5.59K | Hold |
511
| – | – | ﹤0.01% | 645 |
|
|
2017
Q1 | $5.7K | Hold |
511
| – | – | ﹤0.01% | 609 |
|
|
2016
Q4 | $6.01K | Buy |
+511
| New | +$6.01K | ﹤0.01% | 487 |
|