CWM
Cranbrook 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 | $219K | Hold |
2,109
| – | – | 0.05% | 115 |
|
|
2025
Q1 | $230K | Sell |
2,109
-24
| -1% | -$2.62K | 0.05% | 102 |
|
|
2024
Q4 | $197K | Hold |
2,133
| – | – | 0.05% | 107 |
|
|
2024
Q3 | $219K | Buy |
2,133
+24
| +1% | +$2.46K | 0.05% | 105 |
|
|
2024
Q2 | $185K | Hold |
2,109
| – | – | 0.05% | 109 |
|
|
2024
Q1 | $182K | Hold |
2,109
| – | – | 0.05% | 95 |
|
|
2023
Q4 | $171K | Hold |
2,109
| – | – | 0.05% | 98 |
|
|
2023
Q3 | $159K | Hold |
2,109
| – | – | 0.05% | 95 |
|
|
2023
Q2 | $178K | Hold |
2,109
| – | – | 0.05% | 95 |
|
|
2023
Q1 | $192K | Buy |
2,109
+400
| +23% | +$36.4K | 0.05% | 89 |
|
|
2022
Q4 | $162K | Hold |
1,709
| – | – | 0.04% | 99 |
|
|
2022
Q3 | $148K | Hold |
1,709
| – | – | 0.04% | 106 |
|
|
2022
Q2 | $164K | Hold |
1,709
| – | – | 0.04% | 104 |
|
|
2022
Q1 | $171K | Hold |
1,709
| – | – | 0.04% | 111 |
|
|
2021
Q4 | $152K | Sell |
1,709
-20
| -1% | -$1.78K | 0.03% | 113 |
|
|
2021
Q3 | $140K | Buy |
1,729
+20
| +1% | +$1.62K | 0.03% | 119 |
|
|
2021
Q2 | $145K | Hold |
1,709
| – | – | 0.03% | 116 |
|
|
2021
Q1 | $145K | Hold |
1,709
| – | – | 0.04% | 116 |
|
|
2020
Q4 | $142K | Hold |
1,709
| – | – | 0.04% | 108 |
|
|
2020
Q3 | $140K | Hold |
1,709
| – | – | 0.04% | 99 |
|
|
2020
Q2 | $136K | Hold |
1,709
| – | – | 0.04% | 96 |
|
|
2020
Q1 | $137K | Hold |
1,709
| – | – | 0.05% | 91 |
|
|
2019
Q4 | $162K | Hold |
1,709
| – | – | 0.04% | 94 |
|
|
2019
Q3 | $160K | Hold |
1,709
| – | – | 0.05% | 91 |
|
|
2019
Q2 | $150K | Hold |
1,709
| – | – | 0.04% | 92 |
|
|
2019
Q1 | $143K | Hold |
1,709
| – | – | 0.04% | 88 |
|
|
2018
Q4 | $128K | Hold |
1,709
| – | – | 0.05% | 84 |
|
|
2018
Q3 | $121K | Hold |
1,709
| – | – | 0.04% | 87 |
|
|
2018
Q2 | $118K | Hold |
1,709
| – | – | 0.05% | 83 |
|
|
2018
Q1 | $117K | Hold |
1,709
| – | – | 0.05% | 84 |
|
|
2017
Q4 | $126K | Hold |
1,709
| – | – | 0.05% | 79 |
|
|
2017
Q3 | $120K | Hold |
1,709
| – | – | 0.05% | 79 |
|
|
2017
Q2 | $119K | Hold |
1,709
| – | – | 0.05% | 80 |
|
|
2017
Q1 | $115K | Hold |
1,709
| – | – | 0.05% | 76 |
|
|
2016
Q4 | $108K | Hold |
1,709
| – | – | 0.05% | 79 |
|
|
2016
Q3 | $110K | Buy |
+1,709
| New | +$110K | 0.06% | 74 |
|
|
2016
Q2 | – | Sell |
-1,709
| Closed | -$113K | – | 192 |
|
|
2016
Q1 | $113K | Hold |
1,709
| – | – | 0.06% | 71 |
|
|
2015
Q4 | $100K | Hold |
1,709
| – | – | 0.06% | 73 |
|
|
2015
Q3 | $97K | Hold |
1,709
| – | – | 0.06% | 75 |
|
|
2015
Q2 | $91K | Hold |
1,709
| – | – | 0.05% | 81 |
|
|
2015
Q1 | $96K | Hold |
1,709
| – | – | 0.06% | 81 |
|
|
2014
Q4 | $104K | Hold |
1,709
| – | – | 0.06% | 79 |
|
|
2014
Q3 | $89K | Hold |
1,709
| – | – | 0.06% | 68 |
|
|
2014
Q2 | $95K | Hold |
1,709
| – | – | 0.06% | 66 |
|
|
2014
Q1 | $87K | Sell |
1,709
-1,709
| -50% | -$87K | 0.06% | 68 |
|
|
2013
Q4 | $160K | Buy |
+3,418
| New | +$160K | 0.11% | 59 |
|