Aries Wealth Management’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 | $208K | Hold |
2,000
| – | – | 0.05% | 211 |
|
|
2025
Q1 | $219K | Buy |
+2,000
| New | +$219K | 0.06% | 210 |
|
|
2024
Q4 | – | Sell |
-2,000
| Closed | -$205K | – | 224 |
|
|
2024
Q3 | $205K | Buy |
+2,000
| New | +$205K | 0.06% | 217 |
|
|
2023
Q4 | – | Sell |
-2,700
| Closed | -$205K | – | 202 |
|
|
2023
Q3 | $205K | Buy |
2,700
+100
| +4% | +$7.61K | 0.08% | 185 |
|
|
2023
Q2 | $219K | Hold |
2,600
| – | – | 0.08% | 183 |
|
|
2023
Q1 | $237K | Hold |
2,600
| – | – | 0.1% | 171 |
|
|
2022
Q4 | $247K | Hold |
2,600
| – | – | 0.11% | 166 |
|
|
2022
Q3 | $229K | Hold |
2,600
| – | – | 0.1% | 163 |
|
|
2022
Q2 | $249K | Buy |
+2,600
| New | +$249K | 0.11% | 144 |
|
|
2022
Q1 | – | Sell |
-2,400
| Closed | -$214K | – | 78 |
|
|
2021
Q4 | $214K | Buy |
+2,400
| New | +$214K | 0.08% | 175 |
|
|
2021
Q1 | – | Sell |
-2,649
| Closed | -$210K | – | 176 |
|
|
2020
Q4 | $210K | Hold |
2,649
| – | – | 0.1% | 150 |
|
|
2020
Q3 | $217K | Hold |
2,649
| – | – | 0.12% | 132 |
|
|
2020
Q2 | $211K | Buy |
+2,649
| New | +$211K | 0.13% | 130 |
|