CWS
Confluence Wealth Services’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Sell |
8,053
-24
| -0.3% | -$2.49K | 0.05% | 189 |
|
|
2025
Q1 | $864K | Buy |
8,077
+2,976
| +58% | +$318K | 0.05% | 173 |
|
|
2024
Q4 | $497K | Hold |
5,101
| – | – | 0.03% | 220 |
|
|
2024
Q3 | $523K | Buy |
5,101
+2,046
| +67% | +$210K | 0.04% | 216 |
|
|
2024
Q2 | $268K | Sell |
3,055
-33
| -1% | -$2.9K | 0.02% | 321 |
|
|
2024
Q1 | $266K | Sell |
3,088
-163
| -5% | -$14K | 0.02% | 289 |
|
|
2023
Q4 | $264K | Buy |
3,251
+233
| +8% | +$18.9K | 0.03% | 252 |
|
|
2023
Q3 | $227K | Buy |
3,018
+150
| +5% | +$11.3K | 0.04% | 243 |
|
|
2023
Q2 | $242K | Buy |
2,868
+5
| +0.2% | +$421 | 0.05% | 239 |
|
|
2023
Q1 | $261K | Buy |
2,863
+72
| +3% | +$6.55K | 0.06% | 216 |
|
|
2022
Q4 | $265K | Buy |
2,791
+5
| +0.2% | +$475 | 0.07% | 193 |
|
|
2022
Q3 | $240K | Buy |
2,786
+3
| +0.1% | +$258 | 0.1% | 194 |
|
|
2022
Q2 | $281K | Buy |
2,783
+4
| +0.1% | +$404 | 0.12% | 205 |
|
|
2022
Q1 | $277K | Sell |
2,779
-9
| -0.3% | -$897 | 0.1% | 200 |
|
|
2021
Q4 | $248K | Buy |
+2,788
| New | +$248K | 0.08% | 201 |
|