EWM
Empirical 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 | $682K | Buy |
6,568
+478
| +8% | +$49.6K | 0.02% | 369 |
|
|
2025
Q1 | $665K | Buy |
6,090
+813
| +15% | +$88.8K | 0.02% | 354 |
|
|
2024
Q4 | $487K | Buy |
5,277
+208
| +4% | +$19.2K | 0.01% | 389 |
|
|
2024
Q3 | $520K | Hold |
5,069
| – | – | 0.01% | 358 |
|
|
2024
Q2 | $445K | Buy |
5,069
+105
| +2% | +$9.21K | 0.01% | 382 |
|
|
2024
Q1 | $427K | Sell |
4,964
-10
| -0.2% | -$861 | 0.01% | 364 |
|
|
2023
Q4 | $404K | Buy |
4,974
+443
| +10% | +$36K | 0.01% | 352 |
|
|
2023
Q3 | $341K | Sell |
4,531
-991
| -18% | -$74.5K | 0.01% | 349 |
|
|
2023
Q2 | $465K | Buy |
5,522
+1,000
| +22% | +$84.2K | 0.02% | 325 |
|
|
2023
Q1 | $411K | Hold |
4,522
| – | – | 0.02% | 353 |
|
|
2022
Q4 | $429K | Sell |
4,522
-521
| -10% | -$49.5K | 0.02% | 328 |
|
|
2022
Q3 | $436K | Sell |
5,043
-255
| -5% | -$22K | 0.02% | 321 |
|
|
2022
Q2 | $508K | Buy |
5,298
+503
| +10% | +$48.2K | 0.03% | 291 |
|
|
2022
Q1 | $478K | Sell |
4,795
-115
| -2% | -$11.5K | 0.02% | 336 |
|
|
2021
Q4 | $437K | Hold |
4,910
| – | – | 0.02% | 364 |
|
|
2021
Q3 | $399K | Sell |
4,910
-16
| -0.3% | -$1.3K | 0.02% | 337 |
|
|
2021
Q2 | $417K | Sell |
4,926
-45
| -0.9% | -$3.81K | 0.03% | 324 |
|
|
2021
Q1 | $421K | Buy |
4,971
+115
| +2% | +$9.74K | 0.03% | 277 |
|
|
2020
Q4 | $404K | Sell |
4,856
-484
| -9% | -$40.3K | 0.03% | 272 |
|
|
2020
Q3 | $436K | Hold |
5,340
| – | – | 0.04% | 234 |
|
|
2020
Q2 | $425K | Sell |
5,340
-878
| -14% | -$69.9K | 0.04% | 230 |
|
|
2020
Q1 | $497K | Buy |
6,218
+270
| +5% | +$21.6K | 0.05% | 183 |
|
|
2019
Q4 | $562K | Buy |
5,948
+954
| +19% | +$90.1K | 0.06% | 176 |
|
|
2019
Q3 | $468K | Sell |
4,994
-183
| -4% | -$17.1K | 0.06% | 178 |
|
|
2019
Q2 | $456K | Buy |
+5,177
| New | +$456K | 0.06% | 159 |
|