GIM
Goelzer Investment Management’s American Electric Power AEP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.9M | Sell |
76,147
-484
| -0.6% | -$50.2K | 0.43% | 51 |
|
2025
Q1 | $8.37M | Sell |
76,631
-1,556
| -2% | -$170K | 0.48% | 46 |
|
2024
Q4 | $7.21M | Sell |
78,187
-1,584
| -2% | -$146K | 0.42% | 52 |
|
2024
Q3 | $8.18M | Sell |
79,771
-476
| -0.6% | -$48.8K | 0.45% | 46 |
|
2024
Q2 | $7.04M | Sell |
80,247
-836
| -1% | -$73.4K | 0.39% | 52 |
|
2024
Q1 | $6.98M | Buy |
81,083
+30,703
| +61% | +$2.64M | 0.4% | 60 |
|
2023
Q4 | $4.09M | Sell |
50,380
-14
| -0% | -$1.14K | 0.26% | 91 |
|
2023
Q3 | $3.79M | Sell |
50,394
-1,900
| -4% | -$143K | 0.27% | 90 |
|
2023
Q2 | $4.4M | Buy |
52,294
+584
| +1% | +$49.2K | 0.37% | 83 |
|
2023
Q1 | $4.71M | Buy |
+51,710
| New | +$4.71M | 0.41% | 72 |
|