AWM
AllSquare Wealth Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Hold |
1,260
| – | – | 0.07% | 133 |
|
|
2025
Q1 | $138K | Hold |
1,260
| – | – | 0.08% | 126 |
|
|
2024
Q4 | $116K | Hold |
1,260
| – | – | 0.07% | 138 |
|
|
2024
Q3 | $129K | Hold |
1,260
| – | – | 0.07% | 137 |
|
|
2024
Q2 | $111K | Hold |
1,260
| – | – | 0.07% | 137 |
|
|
2024
Q1 | $108K | Hold |
1,260
| – | – | 0.06% | 146 |
|
|
2023
Q4 | $102K | Hold |
1,260
| – | – | 0.06% | 142 |
|
|
2023
Q3 | $94.8K | Hold |
1,260
| – | – | 0.06% | 141 |
|
|
2023
Q2 | $103K | Hold |
1,260
| – | – | 0.07% | 133 |
|
|
2023
Q1 | $115K | Hold |
1,260
| – | – | 0.07% | 127 |
|
|
2022
Q4 | $120K | Hold |
1,260
| – | – | 0.08% | 122 |
|
|
2022
Q3 | $109K | Hold |
1,260
| – | – | 0.08% | 121 |
|
|
2022
Q2 | $121K | Hold |
1,260
| – | – | 0.08% | 117 |
|
|
2022
Q1 | $126K | Hold |
1,260
| – | – | 0.08% | 125 |
|
|
2021
Q4 | $112K | Hold |
1,260
| – | – | 0.07% | 139 |
|
|
2021
Q3 | $102K | Hold |
1,260
| – | – | 0.06% | 142 |
|
|
2021
Q2 | $107K | Hold |
1,260
| – | – | 0.06% | 148 |
|
|
2021
Q1 | $107K | Hold |
1,260
| – | – | 0.07% | 139 |
|
|
2020
Q4 | $105K | Hold |
1,260
| – | – | 0.07% | 133 |
|
|
2020
Q3 | $103K | Hold |
1,260
| – | – | 0.07% | 125 |
|
|
2020
Q2 | $100K | Hold |
1,260
| – | – | 0.08% | 123 |
|
|
2020
Q1 | $101K | Hold |
1,260
| – | – | 0.09% | 116 |
|
|
2019
Q4 | $119K | Hold |
1,260
| – | – | 0.08% | 114 |
|
|
2019
Q3 | $118K | Hold |
1,260
| – | – | 0.09% | 114 |
|
|
2019
Q2 | $111K | Hold |
1,260
| – | – | 0.08% | 115 |
|
|
2019
Q1 | $106K | Hold |
1,260
| – | – | 0.08% | 122 |
|
|
2018
Q4 | $94K | Hold |
1,260
| – | – | 0.08% | 121 |
|
|
2018
Q3 | $89K | Hold |
1,260
| – | – | 0.07% | 128 |
|
|
2018
Q2 | $87K | Buy |
1,260
+1,160
| +1,160% | +$80.1K | 0.07% | 131 |
|
|
2018
Q1 | $7K | Hold |
100
| – | – | 0.01% | 294 |
|
|
2017
Q4 | $7K | Hold |
100
| – | – | 0.01% | 299 |
|
|
2017
Q3 | $7K | Hold |
100
| – | – | 0.01% | 281 |
|
|
2017
Q2 | $7K | Hold |
100
| – | – | 0.01% | 137 |
|
|
2017
Q1 | $7K | Hold |
100
| – | – | 0.01% | 273 |
|
|
2016
Q4 | $6K | Buy |
+100
| New | +$6K | 0.01% | 257 |
|