AO
Advisor OS’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Buy |
7,511
+616
| +9% | +$63.9K | 0.08% | 187 |
|
|
2025
Q1 | $753K | Buy |
6,895
+348
| +5% | +$38K | 0.09% | 164 |
|
|
2024
Q4 | $604K | Buy |
6,547
+346
| +6% | +$31.9K | 0.07% | 193 |
|
|
2024
Q3 | $636K | Buy |
6,201
+1,156
| +23% | +$119K | 0.06% | 226 |
|
|
2024
Q2 | $443K | Sell |
5,045
-479
| -9% | -$42K | 0.05% | 250 |
|
|
2024
Q1 | $476K | Buy |
5,524
+2,547
| +86% | +$219K | 0.05% | 240 |
|
|
2023
Q4 | $242K | Buy |
2,977
+18
| +0.6% | +$1.46K | 0.03% | 292 |
|
|
2023
Q3 | $223K | Sell |
2,959
-7,193
| -71% | -$541K | 0.03% | 263 |
|
|
2023
Q2 | $855K | Sell |
10,152
-8,001
| -44% | -$674K | 0.14% | 148 |
|
|
2023
Q1 | $1.65M | Buy |
18,153
+678
| +4% | +$61.7K | 0.4% | 58 |
|
|
2022
Q4 | $1.66M | Buy |
17,475
+5,526
| +46% | +$525K | 0.44% | 52 |
|
|
2022
Q3 | $1.03M | Buy |
11,949
+2,305
| +24% | +$199K | 0.31% | 71 |
|
|
2022
Q2 | $925K | Buy |
+9,644
| New | +$925K | 0.27% | 86 |
|