GDS Wealth Management’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 | $334K | Buy |
3,223
+44
| +1% | +$4.57K | 0.02% | 137 |
|
2025
Q1 | $347K | Buy |
3,179
+35
| +1% | +$3.82K | 0.03% | 131 |
|
2024
Q4 | $290K | Sell |
3,144
-666
| -17% | -$61.4K | 0.03% | 142 |
|
2024
Q3 | $391K | Sell |
3,810
-34
| -0.9% | -$3.49K | 0.04% | 128 |
|
2024
Q2 | $337K | Sell |
3,844
-109
| -3% | -$9.56K | 0.04% | 103 |
|
2024
Q1 | $340K | Sell |
3,953
-336
| -8% | -$28.9K | 0.04% | 110 |
|
2023
Q4 | $348K | Sell |
4,289
-325
| -7% | -$26.4K | 0.05% | 103 |
|
2023
Q3 | $347K | Sell |
4,614
-310
| -6% | -$23.3K | 0.05% | 93 |
|
2023
Q2 | $415K | Sell |
4,924
-141
| -3% | -$11.9K | 0.07% | 88 |
|
2023
Q1 | $461K | Sell |
5,065
-109
| -2% | -$9.92K | 0.08% | 78 |
|
2022
Q4 | $491K | Sell |
5,174
-38
| -0.7% | -$3.61K | 0.09% | 79 |
|
2022
Q3 | $451K | Buy |
5,212
+41
| +0.8% | +$3.55K | 0.1% | 74 |
|
2022
Q2 | $496K | Hold |
5,171
| – | – | 0.11% | 72 |
|
2022
Q1 | $526K | Sell |
5,171
-7
| -0.1% | -$712 | 0.12% | 75 |
|
2021
Q4 | $461K | Buy |
+5,178
| New | +$461K | 0.1% | 81 |
|