Zurich Cantonal Bank’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
12,276
+560
| +5% | +$74.2K | ﹤0.01% | 964 |
|
|
2025
Q1 | $1.12M | Sell |
11,716
-606
| -5% | -$57.8K | ﹤0.01% | 1100 |
|
|
2024
Q4 | $1.42M | Buy |
12,322
+3,057
| +33% | +$353K | ﹤0.01% | 1020 |
|
|
2024
Q3 | $975K | Buy |
9,265
+825
| +10% | +$86.8K | ﹤0.01% | 1138 |
|
|
2024
Q2 | $918K | Buy |
8,440
+335
| +4% | +$36.4K | ﹤0.01% | 1114 |
|
|
2024
Q1 | $827K | Sell |
8,105
-557
| -6% | -$56.8K | ﹤0.01% | 1166 |
|
|
2023
Q4 | $943K | Buy |
8,662
+1,637
| +23% | +$178K | ﹤0.01% | 1104 |
|
|
2023
Q3 | $724K | Buy |
7,025
+1,176
| +20% | +$121K | ﹤0.01% | 1165 |
|
|
2023
Q2 | $652K | Buy |
5,849
+221
| +4% | +$24.6K | ﹤0.01% | 1202 |
|
|
2023
Q1 | $552K | Buy |
5,628
+400
| +8% | +$39.2K | ﹤0.01% | 1241 |
|
|
2022
Q4 | $448K | Sell |
5,228
-759
| -13% | -$65.1K | ﹤0.01% | 1317 |
|
|
2022
Q3 | $463K | Sell |
5,987
-35
| -0.6% | -$2.71K | ﹤0.01% | 1243 |
|
|
2022
Q2 | $439K | Sell |
6,022
-196
| -3% | -$14.3K | ﹤0.01% | 1302 |
|
|
2022
Q1 | $535K | Sell |
6,218
-510
| -8% | -$43.9K | ﹤0.01% | 1294 |
|
|
2021
Q4 | $613K | Buy |
6,728
+1,479
| +28% | +$135K | ﹤0.01% | 1298 |
|
|
2021
Q3 | $461K | Buy |
5,249
+156
| +3% | +$13.7K | ﹤0.01% | 1352 |
|
|
2021
Q2 | $574K | Buy |
5,093
+1,049
| +26% | +$118K | ﹤0.01% | 1152 |
|
|
2021
Q1 | $441K | Sell |
4,044
-716
| -15% | -$78.1K | ﹤0.01% | 1309 |
|
|
2020
Q4 | $462K | Buy |
4,760
+436
| +10% | +$42.3K | ﹤0.01% | 1332 |
|
|
2020
Q3 | $272K | Hold |
4,324
| – | – | ﹤0.01% | 1387 |
|
|
2020
Q2 | $293K | Buy |
4,324
+1,379
| +47% | +$93.4K | ﹤0.01% | 1287 |
|
|
2020
Q1 | $143K | Hold |
2,945
| – | – | ﹤0.01% | 1385 |
|
|
2019
Q4 | $210K | Buy |
2,945
+532
| +22% | +$37.9K | ﹤0.01% | 1308 |
|
|
2019
Q3 | $139K | Hold |
2,413
| – | – | ﹤0.01% | 1439 |
|
|
2019
Q2 | $136K | Hold |
2,413
| – | – | ﹤0.01% | 1448 |
|
|
2019
Q1 | $120K | Sell |
2,413
-496
| -17% | -$24.7K | ﹤0.01% | 1464 |
|
|
2018
Q4 | $125K | Buy |
2,909
+393
| +16% | +$16.9K | ﹤0.01% | 1465 |
|
|
2018
Q3 | $130K | Sell |
2,516
-4,000
| -61% | -$207K | ﹤0.01% | 1563 |
|
|
2018
Q2 | $379K | Sell |
6,516
-279
| -4% | -$16.2K | ﹤0.01% | 968 |
|
|
2018
Q1 | $434K | Buy |
6,795
+785
| +13% | +$50.1K | ﹤0.01% | 891 |
|
|
2017
Q4 | $406K | Buy |
6,010
+747
| +14% | +$50.5K | ﹤0.01% | 915 |
|
|
2017
Q3 | $425K | Hold |
5,263
| – | – | ﹤0.01% | 873 |
|
|
2017
Q2 | $340K | Buy |
5,263
+138
| +3% | +$8.92K | ﹤0.01% | 885 |
|
|
2017
Q1 | $351K | Hold |
5,125
| – | – | ﹤0.01% | 896 |
|
|
2016
Q4 | $281K | Hold |
5,125
| – | – | ﹤0.01% | 919 |
|
|
2016
Q3 | $243K | Buy |
5,125
+160
| +3% | +$7.59K | ﹤0.01% | 921 |
|
|
2016
Q2 | $188K | Sell |
4,965
-1,534
| -24% | -$58.1K | ﹤0.01% | 944 |
|
|
2016
Q1 | $226K | Buy |
6,499
+156
| +2% | +$5.43K | ﹤0.01% | 914 |
|
|
2015
Q4 | $179K | Buy |
6,343
+4,070
| +179% | +$115K | ﹤0.01% | 949 |
|
|
2015
Q3 | $60K | Sell |
2,273
-777
| -25% | -$20.5K | ﹤0.01% | 1044 |
|
|
2015
Q2 | $84K | Sell |
3,050
-3,883
| -56% | -$107K | ﹤0.01% | 976 |
|
|
2015
Q1 | $178K | Sell |
6,933
-2,935
| -30% | -$75.4K | ﹤0.01% | 934 |
|
|
2014
Q4 | $234K | Sell |
9,868
-232
| -2% | -$5.5K | 0.01% | 775 |
|
|
2014
Q3 | $190K | Buy |
10,100
+700
| +7% | +$13.2K | 0.01% | 788 |
|
|
2014
Q2 | $181K | Sell |
9,400
-11,000
| -54% | -$212K | 0.01% | 843 |
|
|
2014
Q1 | $500K | Hold |
20,400
| – | – | 0.02% | 702 |
|
|
2013
Q4 | $466K | Buy |
20,400
+13,900
| +214% | +$318K | 0.02% | 655 |
|
|
2013
Q3 | $114K | Buy |
6,500
+2,100
| +48% | +$36.8K | ﹤0.01% | 840 |
|
|
2013
Q2 | $77K | Buy |
+4,400
| New | +$77K | ﹤0.01% | 859 |
|