HNWAG
High Net Worth Advisory Group’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Hold |
4,963
| – | – | 0.14% | 129 |
|
|
2025
Q1 | $542K | Sell |
4,963
-320
| -6% | -$35K | 0.15% | 122 |
|
|
2024
Q4 | $487K | Sell |
5,283
-1,200
| -19% | -$111K | 0.14% | 127 |
|
|
2024
Q3 | $665K | Hold |
6,483
| – | – | 0.18% | 106 |
|
|
2024
Q2 | $569K | Buy |
6,483
+1,708
| +36% | +$150K | 0.17% | 107 |
|
|
2024
Q1 | $411K | Sell |
4,775
-991
| -17% | -$85.3K | 0.13% | 130 |
|
|
2023
Q4 | $468K | Buy |
5,766
+230
| +4% | +$18.7K | 0.17% | 115 |
|
|
2023
Q3 | $416K | Buy |
5,536
+45
| +0.8% | +$3.39K | 0.17% | 118 |
|
|
2023
Q2 | $462K | Buy |
5,491
+325
| +6% | +$27.4K | 0.18% | 118 |
|
|
2023
Q1 | $470K | Buy |
5,166
+905
| +21% | +$82.3K | 0.19% | 111 |
|
|
2022
Q4 | $405K | Buy |
4,261
+1,850
| +77% | +$176K | 0.16% | 122 |
|
|
2022
Q3 | $208K | Hold |
2,411
| – | – | 0.09% | 177 |
|
|
2022
Q2 | $231K | Hold |
2,411
| – | – | 0.1% | 170 |
|
|
2022
Q1 | $241K | Hold |
2,411
| – | – | 0.09% | 164 |
|
|
2021
Q4 | $215K | Buy |
+2,411
| New | +$215K | 0.08% | 184 |
|