Altus Wealth Group’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 | $1.9M | Sell |
18,349
-41
| -0.2% | -$4.25K | 0.84% | 26 |
|
|
2025
Q1 | $2.01M | Sell |
18,390
-65
| -0.4% | -$7.1K | 0.94% | 22 |
|
|
2024
Q4 | $1.7M | Sell |
18,455
-238
| -1% | -$22K | 0.75% | 35 |
|
|
2024
Q3 | $1.92M | Buy |
18,693
+835
| +5% | +$85.7K | 0.82% | 33 |
|
|
2024
Q2 | $1.57M | Buy |
17,858
+476
| +3% | +$41.8K | 0.78% | 35 |
|
|
2024
Q1 | $1.5M | Buy |
17,382
+416
| +2% | +$35.8K | 0.75% | 34 |
|
|
2023
Q4 | $1.38M | Buy |
16,966
+1,827
| +12% | +$148K | 0.76% | 33 |
|
|
2023
Q3 | $1.14M | Sell |
15,139
-169
| -1% | -$12.7K | 0.72% | 35 |
|
|
2023
Q2 | $1.29M | Buy |
15,308
+73
| +0.5% | +$6.15K | 0.79% | 31 |
|
|
2023
Q1 | $1.39M | Buy |
15,235
+13
| +0.1% | +$1.18K | 0.93% | 25 |
|
|
2022
Q4 | $1.45M | Buy |
15,222
+4,416
| +41% | +$419K | 1.1% | 20 |
|
|
2022
Q3 | $877K | Hold |
10,806
| – | – | 0.87% | 29 |
|
|
2022
Q2 | $877K | Sell |
10,806
-3,850
| -26% | -$312K | 0.87% | 29 |
|
|
2022
Q1 | $1.46M | Buy |
14,656
+4,460
| +44% | +$445K | 1.2% | 17 |
|
|
2021
Q4 | $907K | Sell |
10,196
-610
| -6% | -$54.3K | 0.75% | 31 |
|
|
2021
Q3 | $877K | Buy |
10,806
+409
| +4% | +$33.2K | 0.87% | 29 |
|
|
2021
Q2 | $879K | Buy |
10,397
+33
| +0.3% | +$2.79K | 0.86% | 28 |
|
|
2021
Q1 | $916K | Buy |
10,364
+88
| +0.9% | +$7.78K | 0.91% | 27 |
|
|
2020
Q4 | $856K | Buy |
+10,276
| New | +$856K | 0.82% | 23 |
|