BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.47M | Buy |
65,000
+19,499
| +43% | +$1.64M | 0.55% | 43 |
|
|
2023
Q1 | $4.14M | Buy |
45,501
+2,409
| +6% | +$219K | 0.43% | 57 |
|
|
2022
Q4 | $4.09M | Buy |
43,092
+2,942
| +7% | +$279K | 0.44% | 54 |
|
|
2022
Q3 | $3.47M | Buy |
40,150
+1,407
| +4% | +$122K | 0.42% | 55 |
|
|
2022
Q2 | $3.72M | Buy |
38,743
+1,226
| +3% | +$118K | 0.43% | 50 |
|
|
2022
Q1 | $3.74M | Buy |
37,517
+2,187
| +6% | +$218K | 0.4% | 56 |
|
|
2021
Q4 | $3.14M | Sell |
35,330
-2,179
| -6% | -$194K | 0.33% | 65 |
|
|
2021
Q3 | $3.05M | Buy |
37,509
+5,828
| +18% | +$473K | 0.35% | 61 |
|
|
2021
Q2 | $2.68M | Buy |
31,681
+2,318
| +8% | +$196K | 0.32% | 65 |
|
|
2021
Q1 | $2.49M | Buy |
29,363
+1,193
| +4% | +$101K | 0.32% | 66 |
|
|
2020
Q4 | $2.35M | Buy |
28,170
+286
| +1% | +$23.8K | 0.33% | 65 |
|
|
2020
Q3 | $2.28M | Buy |
27,884
+1,855
| +7% | +$152K | 0.36% | 57 |
|
|
2020
Q2 | $2.07M | Buy |
26,029
+2,129
| +9% | +$170K | 0.36% | 59 |
|
|
2020
Q1 | $1.91M | Buy |
23,900
+5,087
| +27% | +$407K | 0.39% | 57 |
|
|
2019
Q4 | $1.78M | Buy |
18,813
+420
| +2% | +$39.7K | 0.32% | 73 |
|
|
2019
Q3 | $1.72M | Buy |
18,393
+578
| +3% | +$54.1K | 0.34% | 68 |
|
|
2019
Q2 | $1.57M | Buy |
17,815
+896
| +5% | +$78.9K | 0.31% | 67 |
|
|
2019
Q1 | $1.42M | Sell |
16,919
-1,005
| -6% | -$84.2K | 0.29% | 67 |
|
|
2018
Q4 | $1.34M | Buy |
17,924
+807
| +5% | +$60.3K | 0.31% | 66 |
|
|
2018
Q3 | $1.21M | Buy |
17,117
+30
| +0.2% | +$2.13K | 0.26% | 73 |
|
|
2018
Q2 | $1.18M | Buy |
17,087
+944
| +6% | +$65.4K | 0.26% | 70 |
|
|
2018
Q1 | $1.11M | Buy |
16,143
+463
| +3% | +$31.8K | 0.3% | 71 |
|
|
2017
Q4 | $1.15M | Buy |
15,680
+353
| +2% | +$26K | 0.28% | 70 |
|
|
2017
Q3 | $1.08M | Buy |
15,327
+367
| +2% | +$25.8K | 0.27% | 75 |
|
|
2017
Q2 | $1.04M | Buy |
14,960
+247
| +2% | +$17.2K | 0.3% | 58 |
|
|
2017
Q1 | $988K | Buy |
14,713
+633
| +4% | +$42.5K | 0.29% | 63 |
|
|
2016
Q4 | $886K | Sell |
14,080
-101
| -0.7% | -$6.36K | 0.3% | 65 |
|
|
2016
Q3 | $911K | Buy |
14,181
+416
| +3% | +$26.7K | 0.32% | 58 |
|
|
2016
Q2 | $965K | Sell |
13,765
-2,029
| -13% | -$142K | 0.41% | 52 |
|
|
2016
Q1 | $1.05M | Buy |
+15,794
| New | +$1.05M | 0.63% | 48 |
|