Forvis Mazars 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 | $250K | Sell |
2,414
-15
| -0.6% | -$1.56K | 0.01% | 369 |
|
|
2025
Q1 | $265K | Buy |
2,429
+111
| +5% | +$12.1K | 0.01% | 353 |
|
|
2024
Q4 | $214K | Buy |
2,318
+41
| +2% | +$3.78K | ﹤0.01% | 411 |
|
|
2024
Q3 | $234K | Buy |
+2,277
| New | +$234K | 0.01% | 410 |
|
|
2018
Q2 | – | Sell |
-5,910
| Closed | -$405K | – | 233 |
|
|
2018
Q1 | $405K | Sell |
5,910
-1,013
| -15% | -$69.4K | 0.04% | 170 |
|
|
2017
Q4 | $509K | Sell |
6,923
-221
| -3% | -$16.2K | 0.05% | 151 |
|
|
2017
Q3 | $502K | Sell |
7,144
-22
| -0.3% | -$1.55K | 0.06% | 139 |
|
|
2017
Q2 | $498K | Buy |
7,166
+75
| +1% | +$5.21K | 0.06% | 138 |
|
|
2017
Q1 | $476K | Buy |
7,091
+663
| +10% | +$44.5K | 0.06% | 127 |
|
|
2016
Q4 | $405K | Buy |
6,428
+259
| +4% | +$16.3K | 0.05% | 137 |
|
|
2016
Q3 | $396K | Buy |
6,169
+117
| +2% | +$7.51K | 0.06% | 127 |
|
|
2016
Q2 | $424K | Buy |
6,052
+4
| +0.1% | +$280 | 0.06% | 115 |
|
|
2016
Q1 | $402K | Sell |
6,048
-120
| -2% | -$7.98K | 0.06% | 118 |
|
|
2015
Q4 | $359K | Hold |
6,168
| – | – | 0.05% | 133 |
|
|
2015
Q3 | $351K | Buy |
6,168
+62
| +1% | +$3.53K | 0.06% | 123 |
|
|
2015
Q2 | $323K | Sell |
6,106
-138
| -2% | -$7.3K | 0.05% | 136 |
|
|
2015
Q1 | $351K | Buy |
6,244
+351
| +6% | +$19.7K | 0.05% | 134 |
|
|
2014
Q4 | $358K | Buy |
5,893
+20
| +0.3% | +$1.22K | 0.06% | 115 |
|
|
2014
Q3 | $307K | Sell |
5,873
-285
| -5% | -$14.9K | 0.05% | 108 |
|
|
2014
Q2 | $343K | Sell |
6,158
-756
| -11% | -$42.1K | 0.06% | 107 |
|
|
2014
Q1 | $350K | Hold |
6,914
| – | – | 0.06% | 119 |
|
|
2013
Q4 | $323K | Buy |
6,914
+1
| +0% | +$47 | 0.06% | 122 |
|
|
2013
Q3 | $300K | Sell |
6,913
-5
| -0.1% | -$217 | 0.06% | 121 |
|
|
2013
Q2 | $310K | Buy |
+6,918
| New | +$310K | 0.25% | 77 |
|