GWP
Gateway Wealth Partners’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
3,643
+423
| +13% | +$43.9K | 0.07% | 243 |
|
|
2025
Q1 | $352K | Buy |
3,220
+750
| +30% | +$82K | 0.08% | 231 |
|
|
2024
Q4 | $228K | Buy |
2,470
+100
| +4% | +$9.22K | 0.06% | 266 |
|
|
2024
Q3 | $243K | Hold |
2,370
| – | – | 0.07% | 244 |
|
|
2024
Q2 | $208K | Buy |
+2,370
| New | +$208K | 0.06% | 252 |
|
|
2023
Q4 | – | Sell |
-5,759
| Closed | -$433K | – | 227 |
|
|
2023
Q3 | $433K | Buy |
5,759
+548
| +11% | +$41.2K | 0.08% | 143 |
|
|
2023
Q2 | $439K | Sell |
5,211
-57
| -1% | -$4.8K | 0.08% | 136 |
|
|
2023
Q1 | $479K | Buy |
5,268
+127
| +2% | +$11.6K | 0.07% | 129 |
|
|
2022
Q4 | $488K | Buy |
+5,141
| New | +$488K | 0.08% | 111 |
|