Burt Wealth Advisors’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
Q2 | $319K | Hold |
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|
2025
Q1 | $336K | Hold |
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|
2024
Q4 | $284K | Sell |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $290K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $49K | Hold |
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|
2020
Q3 | $48K | Hold |
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|
2020
Q2 | $47K | Hold |
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|
2020
Q1 | $47K | Hold |
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|
2019
Q4 | $55K | Hold |
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|
2019
Q3 | $55K | Hold |
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|
2019
Q2 | $51K | Hold |
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|
2019
Q1 | $49K | Hold |
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|
2018
Q4 | $44K | Hold |
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|
2018
Q3 | $41K | Hold |
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|
2018
Q2 | $40K | Hold |
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|
2018
Q1 | $40K | Hold |
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|
2017
Q4 | $43K | Hold |
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|
2017
Q3 | $41K | Hold |
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|
2017
Q2 | $40K | Hold |
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|
2017
Q1 | $39K | Sell |
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|
2016
Q4 | $43K | Buy |
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|
2016
Q3 | $37K | Hold |
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|
2016
Q2 | $40K | Sell |
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|
2016
Q1 | $48K | Hold |
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|
2015
Q4 | $41K | Sell |
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|
2015
Q3 | $55K | Buy |
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