Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,858
| Closed | -$203K | – | 235 |
|
|
2025
Q1 | $203K | Buy |
+1,858
| New | +$203K | 0.08% | 228 |
|
|
2024
Q2 | – | Sell |
-9,604
| Closed | -$827K | – | 281 |
|
|
2024
Q1 | $827K | Sell |
9,604
-558
| -5% | -$48K | 0.15% | 150 |
|
|
2023
Q4 | $825K | Buy |
10,162
+1,297
| +15% | +$105K | 0.14% | 168 |
|
|
2023
Q3 | $667K | Sell |
8,865
-1,745
| -16% | -$131K | 0.11% | 190 |
|
|
2023
Q2 | $893K | Buy |
+10,610
| New | +$893K | 0.09% | 219 |
|