Cassaday & Co Wealth Management’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
Q3 | $619K | Sell |
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|
2025
Q2 | $619K | Buy |
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|
2025
Q1 | $578K | Sell |
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|
2024
Q4 | $491K | Sell |
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|
2024
Q3 | $582K | Buy |
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|
2024
Q2 | $436K | Buy |
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|
2024
Q1 | $426K | Buy |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $325K | Sell |
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|
2023
Q1 | $353K | Buy |
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|
2022
Q4 | $334K | Buy |
|