Horizon Family Wealth’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
2,964
-1,396
| -32% | -$145K | 0.19% | 68 |
|
|
2025
Q1 | $476K | Buy |
4,360
+490
| +13% | +$53.6K | 0.32% | 45 |
|
|
2024
Q4 | $357K | Buy |
3,870
+94
| +2% | +$8.67K | 0.24% | 58 |
|
|
2024
Q3 | $387K | Buy |
3,776
+82
| +2% | +$8.41K | 0.28% | 48 |
|
|
2024
Q2 | $324K | Buy |
3,694
+29
| +0.8% | +$2.55K | 0.25% | 54 |
|
|
2024
Q1 | $316K | Buy |
+3,665
| New | +$316K | 0.24% | 55 |
|