DWM
Darwin 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 | – | Sell |
-29
| Closed | -$2.71K | – | 612 |
|
|
2025
Q1 | $2.71K | Hold |
29
| – | – | ﹤0.01% | 492 |
|
|
2024
Q4 | $2.71K | Hold |
29
| – | – | ﹤0.01% | 492 |
|
|
2024
Q3 | $3.01K | Buy |
+29
| New | +$3.01K | ﹤0.01% | 494 |
|
|
2020
Q2 | – | Sell |
-33,635
| Closed | -$2.69M | – | 173 |
|
|
2020
Q1 | $2.69M | Buy |
33,635
+219
| +0.7% | +$17.5K | 0.86% | 39 |
|
|
2019
Q4 | $3.16M | Sell |
33,416
-167
| -0.5% | -$15.8K | 0.84% | 40 |
|
|
2019
Q3 | $3.15M | Buy |
33,583
+1,654
| +5% | +$155K | 0.93% | 38 |
|
|
2019
Q2 | $2.81M | Buy |
31,929
+579
| +2% | +$51K | 0.87% | 42 |
|
|
2019
Q1 | $2.63M | Buy |
+31,350
| New | +$2.63M | 0.87% | 38 |
|
|
2016
Q4 | – | Sell |
-33,031
| Closed | -$2.12M | – | 110 |
|
|
2016
Q3 | $2.12M | Buy |
33,031
+5,321
| +19% | +$342K | 1.64% | 24 |
|
|
2016
Q2 | $1.94M | Buy |
+27,710
| New | +$1.94M | 1.66% | 22 |
|