Carolinas Wealth Consulting’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 | – | Sell |
-87
| Closed | -$9.51K | – | 20 |
|
|
2025
Q1 | $9.51K | Buy |
87
+10
| +13% | +$1.09K | ﹤0.01% | 534 |
|
|
2024
Q4 | $7.1K | Buy |
77
+15
| +24% | +$1.38K | ﹤0.01% | 586 |
|
|
2024
Q3 | $6.36K | Buy |
62
+10
| +19% | +$1.03K | ﹤0.01% | 629 |
|
|
2024
Q2 | $4.56K | Buy |
52
+8
| +18% | +$702 | ﹤0.01% | 664 |
|
|
2024
Q1 | $3.79K | Sell |
44
-5,432
| -99% | -$468K | ﹤0.01% | 689 |
|
|
2023
Q4 | $7.48K | Sell |
5,476
-26
| -0.5% | -$36 | ﹤0.01% | 576 |
|
|
2023
Q3 | $9.3K | Sell |
5,502
-294
| -5% | -$497 | ﹤0.01% | 529 |
|
|
2023
Q2 | $34.5K | Sell |
5,796
-448
| -7% | -$2.67K | 0.01% | 406 |
|
|
2023
Q1 | $77.6K | Buy |
6,244
+466
| +8% | +$5.79K | 0.02% | 297 |
|
|
2022
Q4 | $36.5K | Buy |
5,778
+154
| +3% | +$973 | 0.01% | 394 |
|
|
2022
Q3 | $20K | Buy |
5,624
+131
| +2% | +$466 | 0.01% | 441 |
|
|
2022
Q2 | $9K | Buy |
5,493
+5,318
| +3,039% | +$8.71K | ﹤0.01% | 585 |
|
|
2022
Q1 | $18K | Buy |
175
+1
| +0.6% | +$103 | ﹤0.01% | 498 |
|
|
2021
Q4 | $16K | Sell |
174
-49
| -22% | -$4.51K | ﹤0.01% | 533 |
|
|
2021
Q3 | $18K | Buy |
223
+1
| +0.5% | +$81 | ﹤0.01% | 482 |
|
|
2021
Q2 | $19K | Buy |
222
+7
| +3% | +$599 | ﹤0.01% | 504 |
|
|
2021
Q1 | $18K | Sell |
215
-245
| -53% | -$20.5K | ﹤0.01% | 523 |
|
|
2020
Q4 | $38K | Buy |
460
+21
| +5% | +$1.74K | 0.01% | 378 |
|
|
2020
Q3 | $36K | Buy |
439
+29
| +7% | +$2.38K | 0.01% | 321 |
|
|
2020
Q2 | $33K | Buy |
+410
| New | +$33K | 0.01% | 242 |
|