Beaumont Financial Advisors’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 | $6.11M | Buy |
58,881
+435
| +0.7% | +$45.1K | 0.44% | 45 |
|
|
2025
Q1 | $6.39M | Buy |
58,446
+163
| +0.3% | +$17.8K | 0.5% | 47 |
|
|
2024
Q4 | $5.38M | Sell |
58,283
-904
| -2% | -$83.4K | 0.4% | 50 |
|
|
2024
Q3 | $6.07M | Buy |
59,187
+48
| +0.1% | +$4.93K | 0.47% | 47 |
|
|
2024
Q2 | $5.19M | Buy |
59,139
+3,685
| +7% | +$323K | 0.42% | 50 |
|
|
2024
Q1 | $4.77M | Buy |
55,454
+4,192
| +8% | +$361K | 0.39% | 49 |
|
|
2023
Q4 | $4.16M | Buy |
51,262
+46,006
| +875% | +$3.74M | 0.38% | 48 |
|
|
2023
Q3 | $395K | Buy |
+5,256
| New | +$395K | 0.04% | 210 |
|