EP Wealth Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
13,108
+1,278
| +11% | +$133K | 0.01% | 503 |
|
|
2025
Q1 | $1.29M | Buy |
11,830
+1,477
| +14% | +$161K | 0.01% | 441 |
|
|
2024
Q4 | $955K | Sell |
10,353
-704
| -6% | -$64.9K | 0.01% | 514 |
|
|
2024
Q3 | $1.13M | Buy |
11,057
+1,231
| +13% | +$126K | 0.01% | 467 |
|
|
2024
Q2 | $862K | Buy |
9,826
+969
| +11% | +$85K | 0.01% | 421 |
|
|
2024
Q1 | $763K | Buy |
8,857
+1,833
| +26% | +$158K | 0.01% | 429 |
|
|
2023
Q4 | $570K | Buy |
7,024
+57
| +0.8% | +$4.63K | 0.01% | 470 |
|
|
2023
Q3 | $524K | Buy |
6,967
+5,943
| +580% | +$447K | 0.01% | 456 |
|
|
2023
Q2 | $592K | Buy |
+1,024
| New | +$592K | 0.01% | 431 |
|
|
2022
Q3 | – | Sell |
-5,194
| Closed | -$498K | – | 349 |
|
|
2022
Q2 | $498K | Buy |
+5,194
| New | +$498K | 0.01% | 370 |
|