Forvis Mazars Wealth Advisors’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 | $270K | Sell |
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|
2025
Q2 | $250K | Sell |
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|
2025
Q1 | $265K | Buy |
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|
2024
Q4 | $214K | Buy |
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|
2024
Q3 | $234K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $405K | Sell |
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|
2017
Q4 | $509K | Sell |
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|
2017
Q3 | $502K | Sell |
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|
2017
Q2 | $498K | Buy |
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|
2017
Q1 | $476K | Buy |
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|
2016
Q4 | $405K | Buy |
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|
2016
Q3 | $396K | Buy |
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|
2016
Q2 | $424K | Buy |
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|
2016
Q1 | $402K | Sell |
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|
2015
Q4 | $359K | Hold |
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|
2015
Q3 | $351K | Buy |
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|
2015
Q2 | $323K | Sell |
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|
2015
Q1 | $351K | Buy |
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|
2014
Q4 | $358K | Buy |
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|
2014
Q3 | $307K | Sell |
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|
2014
Q2 | $343K | Sell |
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|
2014
Q1 | $350K | Hold |
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|
2013
Q4 | $323K | Buy |
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|
2013
Q3 | $300K | Sell |
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|
2013
Q2 | $310K | Buy |
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