AAM
Aureus Asset Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
3,790
+14
| +0.4% | +$1.45K | 0.03% | 143 |
|
|
2025
Q1 | $413K | Buy |
3,776
+52
| +1% | +$5.68K | 0.03% | 135 |
|
|
2024
Q4 | $343K | Hold |
3,724
| – | – | 0.02% | 151 |
|
|
2024
Q3 | $382K | Hold |
3,724
| – | – | 0.03% | 144 |
|
|
2024
Q2 | $327K | Sell |
3,724
-317
| -8% | -$27.8K | 0.02% | 149 |
|
|
2024
Q1 | $348K | Sell |
4,041
-77
| -2% | -$6.63K | 0.02% | 143 |
|
|
2023
Q4 | $334K | Sell |
4,118
-73
| -2% | -$5.93K | 0.02% | 142 |
|
|
2023
Q3 | $315K | Sell |
4,191
-645
| -13% | -$48.5K | 0.03% | 148 |
|
|
2023
Q2 | $407K | Buy |
4,836
+2
| +0% | +$168 | 0.03% | 132 |
|
|
2023
Q1 | $440K | Buy |
4,834
+209
| +5% | +$19K | 0.03% | 123 |
|
|
2022
Q4 | $439K | Sell |
4,625
-195
| -4% | -$18.5K | 0.04% | 127 |
|
|
2022
Q3 | $417K | Buy |
4,820
+2
| +0% | +$173 | 0.04% | 124 |
|
|
2022
Q2 | $462K | Buy |
4,818
+541
| +13% | +$51.9K | 0.04% | 129 |
|
|
2022
Q1 | $427K | Buy |
4,277
+245
| +6% | +$24.5K | 0.03% | 157 |
|
|
2021
Q4 | $359K | Buy |
4,032
+31
| +0.8% | +$2.76K | 0.02% | 154 |
|
|
2021
Q3 | $325K | Buy |
4,001
+493
| +14% | +$40K | 0.02% | 159 |
|
|
2021
Q2 | $297K | Buy |
3,508
+221
| +7% | +$18.7K | 0.02% | 180 |
|
|
2021
Q1 | $278K | Buy |
+3,287
| New | +$278K | 0.02% | 149 |
|