Evermay 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 | $46.2K | Hold |
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|
2025
Q2 | $42.6K | Hold |
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|
2025
Q1 | $44.8K | Buy |
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|
2024
Q4 | $15.7K | Sell |
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|
2024
Q3 | $59.9K | Sell |
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|
2024
Q2 | $82K | Hold |
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|
2024
Q1 | $80.5K | Buy |
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|
2023
Q4 | $1.54K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $95K | Hold |
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|
2021
Q2 | $99K | Buy |
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