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GM Advisory Group’s American Electric Power AEP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,737	Closed	-$466K	–	226
2023 Q4	$466K	Sell	5,737 -2,835	-33%	-$230K	0.04%	146
2023 Q3	$645K	Hold	8,572	–	–	0.05%	105
2023 Q2	$722K	Hold	8,572	–	–	0.06%	101
2023 Q1	$780K	Buy	8,572 +6	+0.1%	+$546	0.07%	93
2022 Q4	$813K	Hold	8,566	–	–	0.09%	81
2022 Q3	$741K	Hold	8,566	–	–	0.09%	79
2022 Q2	$822K	Hold	8,566	–	–	0.13%	79
2022 Q1	$855K	Hold	8,566	–	–	0.1%	96
2021 Q4	$762K	Hold	8,566	–	–	0.07%	108
2021 Q3	$695K	Hold	8,566	–	–	0.07%	108
2021 Q2	$725K	Hold	8,566	–	–	0.07%	107
2021 Q1	$726K	Buy	+8,566	New	+$726K	0.09%	99
2020 Q4	–	Sell	-8,550	Closed	-$699K	–	176
2020 Q3	$699K	Hold	8,550	–	–	0.11%	82
2020 Q2	$681K	Hold	8,550	–	–	0.13%	83
2020 Q1	$684K	Buy	+8,550	New	+$684K	0.19%	61
2019 Q4	–	Sell	-8,550	Closed	-$801K	–	99
2019 Q3	$801K	Hold	8,550	–	–	0.25%	43
2019 Q2	$752K	Hold	8,550	–	–	0.24%	48
2019 Q1	$716K	Hold	8,550	–	–	0.24%	50
2018 Q4	$639K	Hold	8,550	–	–	0.24%	52
2018 Q3	$606K	Hold	8,550	–	–	0.19%	62
2018 Q2	$592K	Hold	8,550	–	–	0.18%	61
2018 Q1	$586K	Hold	8,550	–	–	0.18%	58
2017 Q4	$629K	Hold	8,550	–	–	0.17%	58
2017 Q3	$601K	Hold	8,550	–	–	0.18%	56
2017 Q2	$594K	Buy	+8,550	New	+$594K	0.19%	56