BKM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
5,243
+3
| +0.1% | +$311 | 0.21% | 101 |
|
|
2025
Q1 | $573K | Sell |
5,240
-7
| -0.1% | -$765 | 0.24% | 99 |
|
|
2024
Q4 | $484K | Buy |
5,247
+26
| +0.5% | +$2.4K | 0.2% | 108 |
|
|
2024
Q3 | $536K | Buy |
+5,221
| New | +$536K | 0.22% | 113 |
|
|
2024
Q2 | – | Sell |
-5,435
| Closed | -$468K | – | 141 |
|
|
2024
Q1 | $468K | Buy |
5,435
+1,410
| +35% | +$121K | 0.2% | 112 |
|
|
2023
Q4 | $327K | Buy |
+4,025
| New | +$327K | 0.14% | 125 |
|