Icon Wealth Advisors’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 | $278K | Buy |
2,675
+768
| +40% | +$79.7K | 0.02% | 320 |
|
|
2025
Q1 | $208K | Sell |
1,907
-217
| -10% | -$23.7K | 0.02% | 347 |
|
|
2024
Q4 | $196K | Buy |
2,124
+991
| +87% | +$91.4K | 0.02% | 370 |
|
|
2024
Q3 | $116K | Sell |
1,133
-25
| -2% | -$2.57K | 0.01% | 447 |
|
|
2024
Q2 | $114K | Sell |
1,158
-1,017
| -47% | -$99.8K | 0.01% | 413 |
|
|
2024
Q1 | $187K | Sell |
2,175
-148
| -6% | -$12.7K | 0.02% | 353 |
|
|
2023
Q4 | $189K | Buy |
+2,323
| New | +$189K | 0.02% | 331 |
|
|
2022
Q4 | $246K | Buy |
2,592
+371
| +17% | +$35.2K | 0.03% | 282 |
|
|
2022
Q3 | $192K | Buy |
+2,221
| New | +$192K | 0.02% | 298 |
|