AOWM
Alpha Omega 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 | $3.96M | Sell |
38,155
-652
| -2% | -$67.7K | 0.71% | 45 |
|
|
2025
Q1 | $4.24M | Sell |
38,807
-1,044
| -3% | -$114K | 0.81% | 37 |
|
|
2024
Q4 | $3.68M | Sell |
39,851
-87
| -0.2% | -$8.02K | 0.7% | 48 |
|
|
2024
Q3 | $4.1M | Sell |
39,938
-985
| -2% | -$101K | 0.75% | 42 |
|
|
2024
Q2 | $3.59M | Sell |
40,923
-208
| -0.5% | -$18.3K | 0.69% | 50 |
|
|
2024
Q1 | $3.54M | Sell |
41,131
-658
| -2% | -$56.7K | 0.66% | 51 |
|
|
2023
Q4 | $3.39M | Sell |
41,789
-745
| -2% | -$60.5K | 0.56% | 51 |
|
|
2023
Q3 | $3.2M | Sell |
42,534
-468
| -1% | -$35.2K | 0.55% | 53 |
|
|
2023
Q2 | $3.62M | Sell |
43,002
-1,129
| -3% | -$95.1K | 0.61% | 49 |
|
|
2023
Q1 | $4.02M | Sell |
44,131
-858
| -2% | -$78.1K | 0.69% | 40 |
|
|
2022
Q4 | $4.27M | Sell |
44,989
-587
| -1% | -$55.7K | 0.76% | 36 |
|
|
2022
Q3 | $3.94M | Sell |
45,576
-3,192
| -7% | -$276K | 0.75% | 37 |
|
|
2022
Q2 | $4.68M | Sell |
48,768
-5,658
| -10% | -$543K | 0.84% | 30 |
|
|
2022
Q1 | $5.43M | Sell |
54,426
-2,351
| -4% | -$235K | 0.86% | 27 |
|
|
2021
Q4 | $5.16M | Buy |
56,777
+427
| +0.8% | +$38.8K | 0.79% | 29 |
|
|
2021
Q3 | $4.57M | Buy |
56,350
+411
| +0.7% | +$33.4K | 0.75% | 31 |
|
|
2021
Q2 | $4.73M | Buy |
55,939
+1,842
| +3% | +$156K | 0.78% | 33 |
|
|
2021
Q1 | $4.58M | Buy |
54,097
+7,480
| +16% | +$634K | 0.8% | 35 |
|
|
2020
Q4 | $3.88M | Buy |
46,617
+764
| +2% | +$63.6K | 0.66% | 37 |
|
|
2020
Q3 | $3.75M | Buy |
45,853
+732
| +2% | +$59.8K | 0.53% | 34 |
|
|
2020
Q2 | $3.59M | Sell |
45,121
-1,131
| -2% | -$90.1K | 0.55% | 32 |
|
|
2020
Q1 | $3.7M | Sell |
46,252
-945
| -2% | -$75.6K | 0.68% | 20 |
|
|
2019
Q4 | $4.46M | Buy |
47,197
+530
| +1% | +$50.1K | 0.72% | 23 |
|
|
2019
Q3 | $4.16M | Buy |
46,667
+7,072
| +18% | +$630K | 0.67% | 26 |
|
|
2019
Q2 | $3.49M | Sell |
39,595
-88
| -0.2% | -$7.75K | 1.48% | 24 |
|
|
2019
Q1 | $3.32M | Buy |
39,683
+640
| +2% | +$53.6K | 1.49% | 24 |
|
|
2018
Q4 | $2.92M | Buy |
39,043
+38,143
| +4,238% | +$2.85M | 1.47% | 23 |
|
|
2018
Q3 | $64K | Hold |
900
| – | – | 0.03% | 209 |
|
|
2018
Q2 | $62K | Hold |
900
| – | – | 0.03% | 206 |
|
|
2018
Q1 | $62K | Hold |
900
| – | – | 0.03% | 197 |
|
|
2017
Q4 | $66K | Hold |
900
| – | – | 0.03% | 198 |
|
|
2017
Q3 | $63K | Hold |
900
| – | – | 0.03% | 210 |
|
|
2017
Q2 | $63K | Hold |
900
| – | – | 0.03% | 213 |
|
|
2017
Q1 | $60K | Hold |
900
| – | – | 0.03% | 213 |
|
|
2016
Q4 | $57K | Buy |
900
+200
| +29% | +$12.7K | 0.03% | 220 |
|
|
2016
Q3 | $45K | Hold |
700
| – | – | 0.04% | 110 |
|
|
2016
Q2 | $49K | Hold |
700
| – | – | 0.04% | 110 |
|
|
2016
Q1 | $46K | Hold |
700
| – | – | 0.04% | 109 |
|
|
2015
Q4 | $41K | Buy |
+700
| New | +$41K | 0.04% | 107 |
|