FC
Forte Capital’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $997K | Sell |
9,607
-105
| -1% | -$10.9K | 0.11% | 120 |
|
|
2025
Q1 | $1.06M | Sell |
9,712
-970
| -9% | -$106K | 0.13% | 111 |
|
|
2024
Q4 | $985K | Sell |
10,682
-65
| -0.6% | -$6K | 0.11% | 115 |
|
|
2024
Q3 | $1.1M | Buy |
10,747
+3,445
| +47% | +$353K | 0.12% | 111 |
|
|
2024
Q2 | $641K | Sell |
7,302
-25
| -0.3% | -$2.19K | 0.08% | 135 |
|
|
2024
Q1 | $631K | Buy |
7,327
+2,520
| +52% | +$217K | 0.08% | 138 |
|
|
2023
Q4 | $390K | Sell |
4,807
-577
| -11% | -$46.9K | 0.05% | 163 |
|
|
2023
Q3 | $405K | Sell |
5,384
-25
| -0.5% | -$1.88K | 0.06% | 149 |
|
|
2023
Q2 | $455K | Buy |
+5,409
| New | +$455K | 0.07% | 146 |
|