AWM
Axxcess Wealth Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.22M | Sell |
40,635
-1,506
| -4% | -$156K | 0.1% | 166 |
|
|
2025
Q1 | $4.6M | Buy |
42,141
+2,969
| +8% | +$324K | 0.12% | 141 |
|
|
2024
Q4 | $3.61M | Buy |
39,172
+2,042
| +5% | +$188K | 0.09% | 167 |
|
|
2024
Q3 | $3.81M | Buy |
37,130
+198
| +0.5% | +$20.3K | 0.09% | 163 |
|
|
2024
Q2 | $3.24M | Sell |
36,932
-6,398
| -15% | -$561K | 0.09% | 183 |
|
|
2024
Q1 | $3.73M | Buy |
43,330
+908
| +2% | +$78.2K | 0.1% | 160 |
|
|
2023
Q4 | $3.45M | Buy |
42,422
+14,029
| +49% | +$1.14M | 0.1% | 169 |
|
|
2023
Q3 | $2.14M | Buy |
28,393
+5,868
| +26% | +$441K | 0.07% | 200 |
|
|
2023
Q2 | $1.9M | Sell |
22,525
-4,940
| -18% | -$416K | 0.14% | 139 |
|
|
2023
Q1 | $2.5M | Buy |
27,465
+259
| +1% | +$23.6K | 0.19% | 109 |
|
|
2022
Q4 | $2.58M | Buy |
27,206
+3,080
| +13% | +$292K | 0.21% | 103 |
|
|
2022
Q3 | $2.09M | Buy |
24,126
+3,491
| +17% | +$302K | 0.2% | 98 |
|
|
2022
Q2 | $1.98M | Buy |
20,635
+4
| +0% | +$384 | 0.18% | 107 |
|
|
2022
Q1 | $2.06M | Sell |
20,631
-1,311
| -6% | -$131K | 0.16% | 115 |
|
|
2021
Q4 | $1.95M | Buy |
+21,942
| New | +$1.95M | 0.14% | 121 |
|