Evermay Wealth Management’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 | $42.6K | Hold |
410
| – | – | 0.01% | 332 |
|
|
2025
Q1 | $44.8K | Buy |
410
+240
| +141% | +$26.2K | 0.01% | 333 |
|
|
2024
Q4 | $15.7K | Sell |
170
-414
| -71% | -$38.3K | ﹤0.01% | 396 |
|
|
2024
Q3 | $59.9K | Sell |
584
-351
| -38% | -$36K | 0.01% | 319 |
|
|
2024
Q2 | $82K | Hold |
935
| – | – | 0.01% | 289 |
|
|
2024
Q1 | $80.5K | Buy |
935
+916
| +4,821% | +$78.8K | 0.01% | 305 |
|
|
2023
Q4 | $1.54K | Buy |
+19
| New | +$1.54K | ﹤0.01% | 534 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | – | – | 509 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 519 |
|
|
2021
Q4 | – | Sell |
-1,175
| Closed | -$95K | – | 505 |
|
|
2021
Q3 | $95K | Hold |
1,175
| – | – | 0.02% | 218 |
|
|
2021
Q2 | $99K | Buy |
+1,175
| New | +$99K | 0.02% | 223 |
|