Beaird Harris 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 | $38.4K | Buy |
370
+12
| +3% | +$1.25K | ﹤0.01% | 275 |
|
|
2025
Q1 | $39.1K | Hold |
358
| – | – | ﹤0.01% | 243 |
|
|
2024
Q4 | $33K | Buy |
358
+208
| +139% | +$19.2K | ﹤0.01% | 270 |
|
|
2024
Q3 | $15.4K | Hold |
150
| – | – | ﹤0.01% | 309 |
|
|
2024
Q2 | $13.2K | Hold |
150
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $12.9K | Buy |
150
+48
| +47% | +$4.13K | ﹤0.01% | 312 |
|
|
2023
Q4 | $8.29K | Buy |
+102
| New | +$8.29K | ﹤0.01% | 341 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$10K | – | 480 |
|
|
2022
Q2 | $10K | Sell |
100
-45
| -31% | -$4.5K | ﹤0.01% | 245 |
|
|
2022
Q1 | $14K | Buy |
145
+45
| +45% | +$4.35K | 0.01% | 283 |
|
|
2021
Q4 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 408 |
|