Biltmore Family Office’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 | $310K | Sell |
2,992
-148
| -5% | -$15.4K | 0.05% | 170 |
|
|
2025
Q1 | $343K | Buy |
+3,140
| New | +$343K | 0.06% | 161 |
|
|
2024
Q3 | – | Sell |
-2,439
| Closed | -$214K | – | 271 |
|
|
2024
Q2 | $214K | Buy |
+2,439
| New | +$214K | 0.04% | 178 |
|
|
2023
Q2 | – | Sell |
-2,360
| Closed | -$215K | – | 229 |
|
|
2023
Q1 | $215K | Buy |
+2,360
| New | +$215K | 0.05% | 215 |
|