DWM
Diversify 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 | $246K | Sell |
2,201
-135
| -6% | -$15.1K | 0.02% | 486 |
|
|
2025
Q1 | $253K | Sell |
2,336
-28
| -1% | -$3.04K | 0.02% | 459 |
|
|
2024
Q4 | $221K | Buy |
2,364
+192
| +9% | +$18K | 0.02% | 473 |
|
|
2024
Q3 | $219K | Sell |
2,172
-81
| -4% | -$8.17K | 0.02% | 445 |
|
|
2024
Q2 | $221K | Buy |
+2,253
| New | +$221K | 0.03% | 401 |
|