Atwood & Palmer’s American Electric Power AEP Stock Holding History

Atwood & Palmer’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$571K	Hold	5,500	–	–	0.04%	109
2025 Q1	$601K	Hold	5,500	–	–	0.04%	104
2024 Q4	$507K	Hold	5,500	–	–	0.03%	113
2024 Q3	$564K	Hold	5,500	–	–	0.04%	105
2024 Q2	$483K	Hold	5,500	–	–	0.04%	105
2024 Q1	$474K	Hold	5,500	–	–	0.04%	107
2023 Q4	$447K	Hold	5,500	–	–	0.04%	109
2023 Q3	$414K	Hold	5,500	–	–	0.04%	109
2023 Q2	$463K	Hold	5,500	–	–	0.04%	106
2023 Q1	$500K	Hold	5,500	–	–	0.05%	100
2022 Q4	$522K	Hold	5,500	–	–	0.05%	109
2022 Q3	$475K	Hold	5,500	–	–	0.05%	108
2022 Q2	$528K	Hold	5,500	–	–	0.05%	100
2022 Q1	$549K	Hold	5,500	–	–	0.05%	105
2021 Q4	$489K	Hold	5,500	–	–	0.04%	115
2021 Q3	$446K	Hold	5,500	–	–	0.04%	118
2021 Q2	$465K	Hold	5,500	–	–	0.04%	112
2021 Q1	$466K	Hold	5,500	–	–	0.04%	107
2020 Q4	$458K	Hold	5,500	–	–	0.05%	105
2020 Q3	$450K	Hold	5,500	–	–	0.06%	92
2020 Q2	$438K	Hold	5,500	–	–	0.06%	88
2020 Q1	$440K	Sell	5,500 -150	-3%	-$12K	0.07%	86
2019 Q4	$534K	Hold	5,650	–	–	0.07%	84
2019 Q3	$529K	Hold	5,650	–	–	0.07%	86
2019 Q2	$497K	Hold	5,650	–	–	0.07%	90
2019 Q1	$473K	Sell	5,650 -150	-3%	-$12.6K	0.07%	85
2018 Q4	$433K	Hold	5,800	–	–	0.07%	84
2018 Q3	$411K	Sell	5,800 -100	-2%	-$7.09K	0.05%	90
2018 Q2	$409K	Buy	5,900 +500	+9%	+$34.7K	0.06%	90
2018 Q1	$370K	Sell	5,400 -400	-7%	-$27.4K	0.05%	93
2017 Q4	$427K	Hold	5,800	–	–	0.06%	94
2017 Q3	$407K	Hold	5,800	–	–	0.06%	92
2017 Q2	$403K	Sell	5,800 -414	-7%	-$28.8K	0.06%	93
2017 Q1	$417K	Hold	6,214	–	–	0.07%	86
2016 Q4	$391K	Hold	6,214	–	–	0.07%	84
2016 Q3	$399K	Hold	6,214	–	–	0.07%	81
2016 Q2	$436K	Hold	6,214	–	–	0.08%	82
2016 Q1	$413K	Hold	6,214	–	–	0.07%	86
2015 Q4	$362K	Hold	6,214	–	–	0.07%	101
2015 Q3	$353K	Hold	6,214	–	–	0.07%	99
2015 Q2	$329K	Hold	6,214	–	–	0.06%	105
2015 Q1	$350K	Hold	6,214	–	–	0.06%	104
2014 Q4	$378K	Hold	6,214	–	–	0.07%	99
2014 Q3	$324K	Hold	6,214	–	–	0.06%	100
2014 Q2	$347K	Sell	6,214 -581	-9%	-$32.4K	0.09%	90
2014 Q1	$344K	Buy	6,795 +194	+3%	+$9.82K	0.08%	92
2013 Q4	$309K	Hold	6,601	–	–	0.08%	90
2013 Q3	$286K	Hold	6,601	–	–	0.08%	92
2013 Q2	$296K	Buy	+6,601	New	+$296K	0.08%	87