Accurate Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
9,851
+704
| +8% | +$74.6K | 0.16% | 141 |
|
|
2025
Q1 | $957K | Buy |
9,147
+910
| +11% | +$95.2K | 0.18% | 119 |
|
|
2024
Q4 | $770K | Buy |
8,237
+756
| +10% | +$70.7K | 0.15% | 152 |
|
|
2024
Q3 | $746K | Buy |
7,481
+94
| +1% | +$9.37K | 0.15% | 146 |
|
|
2024
Q2 | $672K | Sell |
7,387
-61
| -0.8% | -$5.55K | 0.16% | 133 |
|
|
2024
Q1 | $627K | Buy |
7,448
+1,592
| +27% | +$134K | 0.18% | 124 |
|
|
2023
Q4 | $471K | Buy |
5,856
+391
| +7% | +$31.4K | 0.15% | 139 |
|
|
2023
Q3 | $414K | Buy |
5,465
+763
| +16% | +$57.7K | 0.13% | 153 |
|
|
2023
Q2 | $410K | Buy |
4,702
+312
| +7% | +$27.2K | 0.13% | 162 |
|
|
2023
Q1 | $415K | Buy |
4,390
+720
| +20% | +$68K | 0.14% | 152 |
|
|
2022
Q4 | $357K | Buy |
+3,670
| New | +$357K | 0.13% | 140 |
|
|
2022
Q3 | – | Sell |
-3,182
| Closed | -$304K | – | 184 |
|
|
2022
Q2 | $304K | Sell |
3,182
-206
| -6% | -$19.7K | 0.17% | 109 |
|
|
2022
Q1 | $338K | Buy |
3,388
+531
| +19% | +$53K | 0.15% | 118 |
|
|
2021
Q4 | $252K | Buy |
2,857
+39
| +1% | +$3.44K | 0.21% | 119 |
|
|
2021
Q3 | $229K | Sell |
2,818
-34
| -1% | -$2.76K | 0.2% | 124 |
|
|
2021
Q2 | $241K | Buy |
+2,852
| New | +$241K | 0.21% | 114 |
|