Carson Wealth (CWM LLC)’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 | $3.02M | Buy |
29,062
+5,395
| +23% | +$560K | 0.01% | 783 |
|
|
2025
Q1 | $2.59M | Sell |
23,667
-4,159
| -15% | -$454K | 0.01% | 747 |
|
|
2024
Q4 | $2.57M | Buy |
27,826
+1,426
| +5% | +$132K | 0.01% | 687 |
|
|
2024
Q3 | $2.71M | Buy |
26,400
+692
| +3% | +$71K | 0.01% | 607 |
|
|
2024
Q2 | $2.26M | Buy |
25,708
+502
| +2% | +$44.1K | 0.01% | 617 |
|
|
2024
Q1 | $2.17M | Sell |
25,206
-1,210
| -5% | -$104K | 0.01% | 600 |
|
|
2023
Q4 | $2.15M | Sell |
26,416
-221
| -0.8% | -$18K | 0.01% | 562 |
|
|
2023
Q3 | $2M | Buy |
26,637
+2,702
| +11% | +$203K | 0.01% | 544 |
|
|
2023
Q2 | $2.02M | Buy |
23,935
+361
| +2% | +$30.4K | 0.01% | 516 |
|
|
2023
Q1 | $2.15M | Buy |
23,574
+3,061
| +15% | +$279K | 0.01% | 465 |
|
|
2022
Q4 | $1.95M | Sell |
20,513
-1,124
| -5% | -$107K | 0.01% | 454 |
|
|
2022
Q3 | $1.87M | Buy |
21,637
+7,179
| +50% | +$621K | 0.01% | 426 |
|
|
2022
Q2 | $1.39M | Buy |
14,458
+1,664
| +13% | +$160K | 0.01% | 475 |
|
|
2022
Q1 | $1.28M | Buy |
12,794
+812
| +7% | +$81K | 0.01% | 504 |
|
|
2021
Q4 | $1.07M | Buy |
+11,982
| New | +$1.07M | 0.01% | 563 |
|
|
2021
Q2 | $1.12M | Hold |
13,237
| – | – | 0.01% | 546 |
|
|
2021
Q1 | $1.12M | Hold |
13,237
| – | – | 0.01% | 546 |
|
|
2020
Q4 | $1.12M | Hold |
13,237
| – | – | 0.01% | 546 |
|
|
2020
Q3 | $1.12M | Hold |
13,237
| – | – | 0.01% | 546 |
|
|
2020
Q2 | $1.12M | Hold |
13,237
| – | – | 0.01% | 546 |
|
|
2020
Q1 | $1.12M | Hold |
13,237
| – | – | 0.01% | 546 |
|
|
2019
Q4 | $1.12M | Hold |
13,237
| – | – | 0.01% | 546 |
|
|
2019
Q3 | $1.12M | Hold |
13,237
| – | – | 0.01% | 546 |
|
|
2019
Q2 | $1.12M | Hold |
13,237
| – | – | 0.01% | 546 |
|
|
2019
Q1 | $1.12M | Sell |
13,237
-38,411
| -74% | -$3.25M | 0.01% | 546 |
|
|
2018
Q4 | $3.86M | Buy |
51,648
+40,761
| +374% | +$3.05M | 0.1% | 183 |
|
|
2018
Q3 | $772K | Buy |
10,887
+9,480
| +674% | +$672K | 0.02% | 341 |
|
|
2018
Q2 | $97K | Buy |
1,407
+1,272
| +942% | +$87.7K | ﹤0.01% | 521 |
|
|
2018
Q1 | $9K | Sell |
135
-75
| -36% | -$5K | ﹤0.01% | 868 |
|
|
2017
Q4 | $15K | Sell |
210
-91
| -30% | -$6.5K | ﹤0.01% | 765 |
|
|
2017
Q3 | $21K | Buy |
301
+111
| +58% | +$7.74K | ﹤0.01% | 686 |
|
|
2017
Q2 | $13K | Buy |
190
+55
| +41% | +$3.76K | ﹤0.01% | 718 |
|
|
2017
Q1 | $9K | Sell |
135
-136
| -50% | -$9.07K | ﹤0.01% | 763 |
|
|
2016
Q4 | $17K | Buy |
271
+171
| +171% | +$10.7K | ﹤0.01% | 611 |
|
|
2016
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 787 |
|
|
2016
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 586 |
|
|
2014
Q1 | – | Sell |
-97
| Closed | -$5K | – | 145 |
|
|
2013
Q4 | $5K | Hold |
97
| – | – | ﹤0.01% | 463 |
|
|
2013
Q3 | $4K | Buy |
+97
| New | +$4K | ﹤0.01% | 393 |
|