CTWM
Cherry Tree Wealth Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59K | Sell |
25
-13
| -34% | -$1.35K | ﹤0.01% | 519 |
|
|
2025
Q1 | $4.15K | Hold |
38
| – | – | ﹤0.01% | 556 |
|
|
2024
Q4 | $3.51K | Hold |
38
| – | – | ﹤0.01% | 505 |
|
|
2024
Q3 | $3.9K | Hold |
38
| – | – | ﹤0.01% | 496 |
|
|
2024
Q2 | $3.34K | Hold |
38
| – | – | ﹤0.01% | 484 |
|
|
2024
Q1 | $3.27K | Hold |
38
| – | – | ﹤0.01% | 469 |
|
|
2023
Q4 | $3.09K | Sell |
38
-19
| -33% | -$1.54K | ﹤0.01% | 471 |
|
|
2023
Q3 | $4.29K | Hold |
57
| – | – | ﹤0.01% | 416 |
|
|
2023
Q2 | $4.8K | Buy |
+57
| New | +$4.8K | ﹤0.01% | 407 |
|