Blue Bell Private 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 | $85.1K | Sell |
820
-59
| -7% | -$6.12K | 0.01% | 326 |
|
|
2025
Q1 | $96K | Hold |
879
| – | – | 0.02% | 295 |
|
|
2024
Q4 | $81.1K | Buy |
879
+5
| +0.6% | +$461 | 0.02% | 300 |
|
|
2024
Q3 | $89.7K | Hold |
874
| – | – | 0.02% | 289 |
|
|
2024
Q2 | $76.7K | Buy |
874
+37
| +4% | +$3.25K | 0.02% | 306 |
|
|
2024
Q1 | $72.1K | Buy |
837
+2
| +0.2% | +$172 | 0.02% | 300 |
|
|
2023
Q4 | $67.8K | Hold |
835
| – | – | 0.02% | 283 |
|
|
2023
Q3 | $62.8K | Buy |
835
+15
| +2% | +$1.13K | 0.02% | 244 |
|
|
2023
Q2 | $69K | Hold |
820
| – | – | 0.02% | 229 |
|
|
2023
Q1 | $74.6K | Hold |
820
| – | – | 0.02% | 203 |
|
|
2022
Q4 | $77.9K | Hold |
820
| – | – | 0.03% | 187 |
|
|
2022
Q3 | $71K | Sell |
820
-72
| -8% | -$6.23K | 0.03% | 185 |
|
|
2022
Q2 | $86K | Hold |
892
| – | – | 0.03% | 170 |
|
|
2022
Q1 | $89K | Hold |
892
| – | – | 0.03% | 175 |
|
|
2021
Q4 | $79K | Buy |
+892
| New | +$79K | 0.02% | 182 |
|
|
2016
Q4 | – | Sell |
-1,092
| Closed | -$71K | – | 268 |
|
|
2016
Q3 | $71K | Hold |
1,092
| – | – | 0.04% | 164 |
|
|
2016
Q2 | $77K | Hold |
1,092
| – | – | 0.05% | 156 |
|
|
2016
Q1 | $73K | Buy |
1,092
+272
| +33% | +$18.2K | 0.05% | 180 |
|
|
2015
Q4 | $48K | Hold |
820
| – | – | 0.03% | 219 |
|
|
2015
Q3 | $47K | Hold |
820
| – | – | 0.03% | 223 |
|
|
2015
Q2 | $43K | Hold |
820
| – | – | 0.03% | 235 |
|
|
2015
Q1 | $46K | Hold |
820
| – | – | 0.03% | 225 |
|
|
2014
Q4 | $49K | Sell |
820
-200
| -20% | -$12K | 0.03% | 227 |
|
|
2014
Q3 | $53K | Hold |
1,020
| – | – | 0.03% | 225 |
|
|
2014
Q2 | $57K | Hold |
1,020
| – | – | 0.03% | 208 |
|
|
2014
Q1 | $52K | Hold |
1,020
| – | – | 0.04% | 184 |
|
|
2013
Q4 | $48K | Buy |
+1,020
| New | +$48K | 0.04% | 193 |
|