Empirical Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $895K | Buy |
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|
2025
Q2 | $682K | Buy |
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|
2025
Q1 | $665K | Buy |
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|
2024
Q4 | $487K | Buy |
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|
2024
Q3 | $520K | Hold |
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|
2024
Q2 | $445K | Buy |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $404K | Buy |
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|
2023
Q3 | $341K | Sell |
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|
2023
Q2 | $465K | Buy |
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|
2023
Q1 | $411K | Hold |
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|
2022
Q4 | $429K | Sell |
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|
2022
Q3 | $436K | Sell |
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|
2022
Q2 | $508K | Buy |
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|
2022
Q1 | $478K | Sell |
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|
2021
Q4 | $437K | Hold |
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|
2021
Q3 | $399K | Sell |
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|
2021
Q2 | $417K | Sell |
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|
2021
Q1 | $421K | Buy |
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|
2020
Q4 | $404K | Sell |
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|
2020
Q3 | $436K | Hold |
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|
2020
Q2 | $425K | Sell |
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|
2020
Q1 | $497K | Buy |
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|
2019
Q4 | $562K | Buy |
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|
2019
Q3 | $468K | Sell |
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|
2019
Q2 | $456K | Buy |
|