Beverly Hills Private Wealth’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 | $379K | Sell |
3,656
-307
| -8% | -$31.9K | 0.07% | 216 |
|
|
2025
Q1 | $433K | Sell |
3,963
-15
| -0.4% | -$1.64K | 0.09% | 194 |
|
|
2024
Q4 | $367K | Sell |
3,978
-124
| -3% | -$11.4K | 0.07% | 212 |
|
|
2024
Q3 | $421K | Sell |
4,102
-726
| -15% | -$74.5K | 0.09% | 207 |
|
|
2024
Q2 | $424K | Sell |
4,828
-489
| -9% | -$42.9K | 0.09% | 205 |
|
|
2024
Q1 | $458K | Buy |
5,317
+467
| +10% | +$40.2K | 0.11% | 206 |
|
|
2023
Q4 | $394K | Sell |
4,850
-1,051
| -18% | -$85.4K | 0.1% | 207 |
|
|
2023
Q3 | $444K | Sell |
5,901
-6,360
| -52% | -$478K | 0.13% | 166 |
|
|
2023
Q2 | $996K | Buy |
12,261
+6,390
| +109% | +$519K | 0.16% | 138 |
|
|
2023
Q1 | $534K | Buy |
5,871
+767
| +15% | +$69.8K | 0.17% | 141 |
|
|
2022
Q4 | $485K | Buy |
+5,104
| New | +$485K | 0.21% | 112 |
|