Cornerstone Wealth Management’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 | $523K | Buy |
5,042
+236
| +5% | +$24.5K | 0.03% | 390 |
|
|
2025
Q1 | $525K | Sell |
4,806
-218
| -4% | -$23.8K | 0.04% | 354 |
|
|
2024
Q4 | $463K | Sell |
5,024
-75
| -1% | -$6.92K | 0.03% | 371 |
|
|
2024
Q3 | $523K | Buy |
5,099
+320
| +7% | +$32.8K | 0.04% | 344 |
|
|
2024
Q2 | $419K | Buy |
4,779
+234
| +5% | +$20.5K | 0.03% | 366 |
|
|
2024
Q1 | $391K | Sell |
4,545
-205
| -4% | -$17.7K | 0.03% | 377 |
|
|
2023
Q4 | $386K | Sell |
4,750
-296
| -6% | -$24K | 0.03% | 371 |
|
|
2023
Q3 | $380K | Sell |
5,046
-3,598
| -42% | -$271K | 0.04% | 368 |
|
|
2023
Q2 | $728K | Buy |
8,644
+301
| +4% | +$25.3K | 0.07% | 240 |
|
|
2023
Q1 | $759K | Buy |
+8,343
| New | +$759K | 0.07% | 216 |
|
|
2022
Q3 | $439K | Buy |
5,076
+701
| +16% | +$60.6K | 0.05% | 284 |
|
|
2022
Q2 | $420K | Sell |
4,375
-4
| -0.1% | -$384 | 0.05% | 295 |
|
|
2022
Q1 | $437K | Sell |
4,379
-227
| -5% | -$22.7K | 0.04% | 298 |
|
|
2021
Q4 | $410K | Buy |
4,606
+173
| +4% | +$15.4K | 0.04% | 322 |
|
|
2021
Q3 | $360K | Buy |
4,433
+15
| +0.3% | +$1.22K | 0.04% | 324 |
|
|
2021
Q2 | $374K | Buy |
4,418
+41
| +0.9% | +$3.47K | 0.04% | 336 |
|
|
2021
Q1 | $371K | Buy |
4,377
+293
| +7% | +$24.8K | 0.04% | 314 |
|
|
2020
Q4 | $340K | Hold |
4,084
| – | – | 0.04% | 312 |
|
|
2020
Q3 | $334K | Sell |
4,084
-106
| -3% | -$8.67K | 0.05% | 280 |
|
|
2020
Q2 | $334K | Buy |
+4,190
| New | +$334K | 0.05% | 265 |
|
|
2020
Q1 | – | Sell |
-2,454
| Closed | -$232K | – | 347 |
|
|
2019
Q4 | $232K | Sell |
2,454
-103
| -4% | -$9.74K | 0.04% | 308 |
|
|
2019
Q3 | $240K | Buy |
2,557
+89
| +4% | +$8.35K | 0.04% | 298 |
|
|
2019
Q2 | $217K | Sell |
2,468
-1,739
| -41% | -$153K | 0.04% | 328 |
|
|
2019
Q1 | $351K | Buy |
+4,207
| New | +$351K | 0.04% | 345 |
|
|
2018
Q4 | – | Sell |
-176,553
| Closed | -$2.46M | – | 347 |
|
|
2018
Q3 | $2.46M | Buy |
176,553
+3,950
| +2% | +$55.1K | 0.03% | 450 |
|
|
2018
Q2 | $2.46M | Buy |
+172,603
| New | +$2.46M | 0.03% | 473 |
|