AWAG
ARS Wealth Advisors Group’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Buy |
+8,378
| New | +$869K | 0.1% | 79 |
|
|
2024
Q4 | – | Sell |
-6,397
| Closed | -$656K | – | 164 |
|
|
2024
Q3 | $656K | Buy |
6,397
+10
| +0.2% | +$1.03K | 0.08% | 90 |
|
|
2024
Q2 | $560K | Buy |
6,387
+14
| +0.2% | +$1.23K | 0.07% | 91 |
|
|
2024
Q1 | $549K | Buy |
6,373
+982
| +18% | +$84.6K | 0.07% | 92 |
|
|
2023
Q4 | $438K | Buy |
5,391
+105
| +2% | +$8.53K | 0.06% | 99 |
|
|
2023
Q3 | $398K | Sell |
5,286
-1,066
| -17% | -$80.2K | 0.07% | 99 |
|
|
2023
Q2 | $535K | Buy |
+6,352
| New | +$535K | 0.08% | 91 |
|
|
2023
Q1 | – | Sell |
-4,226
| Closed | -$401K | – | 126 |
|
|
2022
Q4 | $401K | Buy |
4,226
+11
| +0.3% | +$1.05K | 0.07% | 95 |
|
|
2022
Q3 | $364K | Buy |
4,215
+10
| +0.2% | +$864 | 0.06% | 107 |
|
|
2022
Q2 | $403K | Buy |
4,205
+942
| +29% | +$90.3K | 0.06% | 116 |
|
|
2022
Q1 | $326K | Sell |
3,263
-201
| -6% | -$20.1K | 0.06% | 95 |
|
|
2021
Q4 | $308K | Sell |
3,464
-122
| -3% | -$10.8K | 0.05% | 105 |
|
|
2021
Q3 | $291K | Buy |
+3,586
| New | +$291K | 0.05% | 107 |
|