BA
Bellwether Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87K | Hold |
838
| – | – | 0.01% | 182 |
|
|
2025
Q1 | $91.6K | Hold |
838
| – | – | 0.02% | 179 |
|
|
2024
Q4 | $77.3K | Buy |
+838
| New | +$77.3K | 0.01% | 198 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$284 | – | 488 |
|
|
2022
Q4 | $284 | Sell |
3
-43
| -93% | -$4.07K | ﹤0.01% | 412 |
|
|
2022
Q3 | $3K | Buy |
46
+14
| +44% | +$913 | ﹤0.01% | 347 |
|
|
2022
Q2 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 308 |
|
|
2022
Q1 | – | Sell |
-419
| Closed | -$37K | – | 543 |
|
|
2021
Q4 | $37K | Sell |
419
-4,965
| -92% | -$438K | 0.01% | 213 |
|
|
2021
Q3 | $437K | Buy |
+5,384
| New | +$437K | 0.15% | 112 |
|