Avitas Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $1.03M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3.01M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3.11M | Buy |
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|
2020
Q3 | $3M | Buy |
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|
2020
Q2 | $2.89M | Sell |
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|
2020
Q1 | $2.98M | Sell |
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|
2019
Q4 | $4.29M | Buy |
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|
2019
Q3 | $4.23M | Buy |
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|
2019
Q2 | $3.92M | Sell |
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|
2019
Q1 | $3.74M | Buy |
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|
2018
Q4 | $3.3M | Buy |
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|
2018
Q3 | $3.12M | Buy |
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|
2018
Q2 | $2.93M | Buy |
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