GLLW
Graves Light Lenhart Wealth’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Hold |
6,771
| – | – | 0.08% | 96 |
|
|
2025
Q1 | $740K | Sell |
6,771
-17
| -0.3% | -$1.86K | 0.09% | 94 |
|
|
2024
Q4 | $626K | Hold |
6,788
| – | – | 0.08% | 101 |
|
|
2024
Q3 | $696K | Hold |
6,788
| – | – | 0.09% | 96 |
|
|
2024
Q2 | $592K | Buy |
6,788
+18
| +0.3% | +$1.57K | 0.07% | 103 |
|
|
2024
Q1 | $583K | Hold |
6,770
| – | – | 0.07% | 102 |
|
|
2023
Q4 | $550K | Hold |
6,770
| – | – | 0.07% | 104 |
|
|
2023
Q3 | $489K | Hold |
6,770
| – | – | 0.07% | 103 |
|
|
2023
Q2 | $570K | Buy |
6,770
+37
| +0.5% | +$3.12K | 0.08% | 106 |
|
|
2023
Q1 | $613K | Buy |
6,733
+33
| +0.5% | +$3K | 0.09% | 94 |
|
|
2022
Q4 | $636K | Sell |
6,700
-1
| -0% | -$95 | 0.1% | 99 |
|
|
2022
Q3 | $579K | Sell |
6,701
-146
| -2% | -$12.6K | 0.1% | 100 |
|
|
2022
Q2 | $657K | Sell |
6,847
-20
| -0.3% | -$1.92K | 0.1% | 99 |
|
|
2022
Q1 | $685K | Buy |
6,867
+28
| +0.4% | +$2.79K | 0.1% | 97 |
|
|
2021
Q4 | $608K | Buy |
6,839
+32
| +0.5% | +$2.85K | 0.09% | 101 |
|
|
2021
Q3 | $553K | Buy |
6,807
+29
| +0.4% | +$2.36K | 0.09% | 96 |
|
|
2021
Q2 | $573K | Buy |
6,778
+30
| +0.4% | +$2.54K | 0.09% | 93 |
|
|
2021
Q1 | $572K | Buy |
6,748
+3,432
| +103% | +$291K | 0.1% | 93 |
|
|
2020
Q4 | $276K | Buy |
3,316
+49
| +1% | +$4.08K | 0.05% | 136 |
|
|
2020
Q3 | $267K | Hold |
3,267
| – | – | 0.06% | 125 |
|
|
2020
Q2 | $260K | Hold |
3,267
| – | – | 0.06% | 130 |
|
|
2020
Q1 | $261K | Hold |
3,267
| – | – | 0.07% | 121 |
|
|
2019
Q4 | $309K | Hold |
3,267
| – | – | 0.07% | 127 |
|
|
2019
Q3 | $308K | Hold |
3,267
| – | – | 0.07% | 126 |
|
|
2019
Q2 | $288K | Hold |
3,267
| – | – | 0.07% | 122 |
|
|
2019
Q1 | $274K | Buy |
3,267
+32
| +1% | +$2.68K | 0.07% | 119 |
|
|
2018
Q4 | $242K | Buy |
+3,235
| New | +$242K | 0.07% | 121 |
|