Beverly Hills Private Wealth’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $406K | Sell |
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|
2025
Q2 | $379K | Sell |
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|
2025
Q1 | $433K | Sell |
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|
2024
Q4 | $367K | Sell |
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|
2024
Q3 | $421K | Sell |
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|
2024
Q2 | $424K | Sell |
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|
2024
Q1 | $458K | Buy |
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|
2023
Q4 | $394K | Sell |
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|
2023
Q3 | $444K | Sell |
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|
2023
Q2 | $996K | Buy |
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|
2023
Q1 | $534K | Buy |
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|
2022
Q4 | $485K | Buy |
|