Briaud Financial Planning’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 | $45K | Hold |
438
| – | – | 0.02% | 104 |
|
|
2025
Q1 | $47K | Hold |
438
| – | – | 0.02% | 90 |
|
|
2024
Q4 | $40K | Hold |
438
| – | – | 0.02% | 87 |
|
|
2024
Q3 | $44K | Hold |
438
| – | – | 0.02% | 65 |
|
|
2024
Q2 | $38K | Buy |
438
+150
| +52% | +$13K | 0.02% | 65 |
|
|
2024
Q1 | $25K | Buy |
+288
| New | +$25K | 0.01% | 78 |
|
|
2023
Q4 | – | Sell |
-288
| Closed | -$21K | – | 16 |
|
|
2023
Q3 | $21K | Buy |
+288
| New | +$21K | 0.02% | 85 |
|