GGM 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
Q1 | $245K | Buy |
2,289
+18
| +0.8% | +$1.93K | 0.14% | 115 |
|
|
2024
Q4 | $209K | Sell |
2,271
-473
| -17% | -$43.6K | 0.11% | 131 |
|
|
2024
Q3 | $282K | Buy |
2,744
+21
| +0.8% | +$2.16K | 0.12% | 121 |
|
|
2024
Q2 | $239K | Buy |
2,723
+25
| +0.9% | +$2.19K | 0.11% | 123 |
|
|
2024
Q1 | $230K | Buy |
2,698
+27
| +1% | +$2.3K | 0.11% | 116 |
|
|
2023
Q4 | $208K | Buy |
+2,671
| New | +$208K | 0.09% | 132 |
|
|
2023
Q3 | – | Sell |
-2,617
| Closed | -$225K | – | 140 |
|
|
2023
Q2 | $225K | Buy |
+2,617
| New | +$225K | 0.09% | 133 |
|
|
2023
Q1 | – | Sell |
-2,570
| Closed | -$248K | – | 63 |
|
|
2022
Q4 | $248K | Buy |
2,570
+20
| +0.8% | +$1.93K | 0.13% | 113 |
|
|
2022
Q3 | $222K | Buy |
+2,550
| New | +$222K | 0.12% | 123 |
|
|
2022
Q2 | – | Sell |
-2,061
| Closed | -$211K | – | 132 |
|
|
2022
Q1 | $211K | Buy |
+2,061
| New | +$211K | 0.11% | 133 |
|