AS
Altshuler Shaham’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Buy |
8,723
+3,084
| +55% | +$320K | 0.03% | 79 |
|
|
2025
Q1 | $616K | Buy |
5,639
+3,735
| +196% | +$408K | 0.01% | 76 |
|
|
2024
Q4 | $176K | Buy |
+1,904
| New | +$176K | 0.01% | 98 |
|
|
2023
Q1 | – | Sell |
-483
| Closed | -$45.9K | – | 356 |
|
|
2022
Q4 | $45.9K | Sell |
483
-67
| -12% | -$6.36K | ﹤0.01% | 235 |
|
|
2022
Q3 | $49K | Sell |
550
-60
| -10% | -$5.35K | ﹤0.01% | 221 |
|
|
2022
Q2 | $59K | Sell |
610
-74
| -11% | -$7.16K | ﹤0.01% | 210 |
|
|
2022
Q1 | $68K | Sell |
684
-65
| -9% | -$6.46K | ﹤0.01% | 307 |
|
|
2021
Q4 | $67K | Sell |
749
-69
| -8% | -$6.17K | ﹤0.01% | 327 |
|
|
2021
Q3 | $67K | Buy |
818
+15
| +2% | +$1.23K | ﹤0.01% | 353 |
|
|
2021
Q2 | $68K | Buy |
+803
| New | +$68K | ﹤0.01% | 366 |
|
|
2020
Q2 | – | Sell |
-1,654
| Closed | -$132K | – | 323 |
|
|
2020
Q1 | $132K | Sell |
1,654
-14,660
| -90% | -$1.17M | 0.01% | 144 |
|
|
2019
Q4 | $1.54M | Buy |
16,314
+14,055
| +622% | +$1.33M | 0.04% | 52 |
|
|
2019
Q3 | $213K | Buy |
2,259
+1,217
| +117% | +$115K | 0.01% | 141 |
|
|
2019
Q2 | $92K | Buy |
1,042
+515
| +98% | +$45.5K | ﹤0.01% | 153 |
|
|
2019
Q1 | $44K | Buy |
527
+173
| +49% | +$14.4K | ﹤0.01% | 134 |
|
|
2018
Q4 | $26K | Sell |
354
-28,833
| -99% | -$2.12M | ﹤0.01% | 136 |
|
|
2018
Q3 | $2.07M | Buy |
29,187
+28,763
| +6,784% | +$2.04M | 0.11% | 60 |
|
|
2018
Q2 | $29K | Sell |
424
-28
| -6% | -$1.92K | ﹤0.01% | 114 |
|
|
2018
Q1 | $31K | Buy |
+452
| New | +$31K | ﹤0.01% | 118 |
|