Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.36M | Buy |
14,711
+82
| +0.6% | +$7.56K | 0.19% | 114 |
|
|
2024
Q3 | $1.5M | Buy |
14,629
+198
| +1% | +$20.3K | 0.21% | 114 |
|
|
2024
Q2 | $1.27M | Buy |
14,431
+34
| +0.2% | +$2.98K | 0.19% | 123 |
|
|
2024
Q1 | $1.24M | Buy |
14,397
+189
| +1% | +$16.3K | 0.19% | 128 |
|
|
2023
Q4 | $1.15M | Buy |
14,208
+454
| +3% | +$36.9K | 0.19% | 119 |
|
|
2023
Q3 | $1.03M | Buy |
+13,754
| New | +$1.03M | 0.2% | 124 |
|
|
2022
Q3 | – | Sell |
-31,380
| Closed | -$3.01M | – | 181 |
|
|
2022
Q2 | $3.01M | Buy |
+31,380
| New | +$3.01M | 0.66% | 43 |
|
|
2021
Q1 | – | Sell |
-37,384
| Closed | -$3.11M | – | 208 |
|
|
2020
Q4 | $3.11M | Buy |
37,384
+745
| +2% | +$62K | 0.63% | 52 |
|
|
2020
Q3 | $3M | Buy |
36,639
+366
| +1% | +$29.9K | 0.83% | 35 |
|
|
2020
Q2 | $2.89M | Sell |
36,273
-927
| -2% | -$73.8K | 0.96% | 29 |
|
|
2020
Q1 | $2.98M | Sell |
37,200
-8,224
| -18% | -$658K | 1.35% | 24 |
|
|
2019
Q4 | $4.29M | Buy |
45,424
+247
| +0.5% | +$23.3K | 1.1% | 22 |
|
|
2019
Q3 | $4.23M | Buy |
45,177
+665
| +1% | +$62.3K | 1.17% | 18 |
|
|
2019
Q2 | $3.92M | Sell |
44,512
-117
| -0.3% | -$10.3K | 1.09% | 23 |
|
|
2019
Q1 | $3.74M | Buy |
44,629
+479
| +1% | +$40.1K | 1.09% | 24 |
|
|
2018
Q4 | $3.3M | Buy |
44,150
+188
| +0.4% | +$14.1K | 1.08% | 27 |
|
|
2018
Q3 | $3.12M | Buy |
43,962
+1,658
| +4% | +$118K | 0.88% | 46 |
|
|
2018
Q2 | $2.93M | Buy |
+42,304
| New | +$2.93M | 0.91% | 40 |
|