GVAG
Great Valley Advisor Group’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Sell |
6,216
-11
| -0.2% | -$1.14K | 0.01% | 539 |
|
|
2025
Q1 | $681K | Sell |
6,227
-23
| -0.4% | -$2.51K | 0.01% | 521 |
|
|
2024
Q4 | $576K | Sell |
6,250
-412
| -6% | -$38K | 0.01% | 551 |
|
|
2024
Q3 | $684K | Buy |
6,662
+455
| +7% | +$46.7K | 0.02% | 495 |
|
|
2024
Q2 | $545K | Buy |
6,207
+8
| +0.1% | +$702 | 0.02% | 512 |
|
|
2024
Q1 | $534K | Sell |
6,199
-164
| -3% | -$14.1K | 0.02% | 481 |
|
|
2023
Q4 | $517K | Sell |
6,363
-745
| -10% | -$60.6K | 0.02% | 450 |
|
|
2023
Q3 | $535K | Sell |
7,108
-909
| -11% | -$68.4K | 0.02% | 422 |
|
|
2023
Q2 | $675K | Buy |
8,017
+807
| +11% | +$67.9K | 0.03% | 381 |
|
|
2023
Q1 | $656K | Sell |
7,210
-388
| -5% | -$35.3K | 0.03% | 381 |
|
|
2022
Q4 | $722K | Buy |
7,598
+716
| +10% | +$68K | 0.04% | 374 |
|
|
2022
Q3 | $595K | Sell |
6,882
-451
| -6% | -$39K | 0.03% | 389 |
|
|
2022
Q2 | $704K | Buy |
7,333
+3,176
| +76% | +$305K | 0.04% | 361 |
|
|
2022
Q1 | $406K | Buy |
4,157
+100
| +2% | +$9.77K | 0.02% | 431 |
|
|
2021
Q4 | $355K | Sell |
4,057
-7
| -0.2% | -$613 | 0.02% | 454 |
|
|
2021
Q3 | $330K | Buy |
4,064
+84
| +2% | +$6.82K | 0.02% | 441 |
|
|
2021
Q2 | $337K | Buy |
3,980
+200
| +5% | +$16.9K | 0.02% | 432 |
|
|
2021
Q1 | $320K | Sell |
3,780
-83
| -2% | -$7.03K | 0.03% | 395 |
|
|
2020
Q4 | $322K | Hold |
3,863
| – | – | 0.03% | 359 |
|
|
2020
Q3 | $315K | Buy |
3,863
+677
| +21% | +$55.2K | 0.04% | 319 |
|
|
2020
Q2 | $254K | Buy |
3,186
+79
| +3% | +$6.3K | 0.04% | 342 |
|
|
2020
Q1 | $249K | Sell |
3,107
-452
| -13% | -$36.2K | 0.07% | 266 |
|
|
2019
Q4 | $336K | Buy |
3,559
+3
| +0.1% | +$283 | 0.07% | 260 |
|
|
2019
Q3 | $333K | Buy |
3,556
+3
| +0.1% | +$281 | 0.08% | 247 |
|
|
2019
Q2 | $313K | Buy |
3,553
+312
| +10% | +$27.5K | 0.08% | 247 |
|
|
2019
Q1 | $271K | Hold |
3,241
| – | – | 0.09% | 241 |
|
|
2018
Q4 | $242K | Buy |
+3,241
| New | +$242K | 0.09% | 200 |
|