Institute for Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $485K | Sell |
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|
2025
Q2 | $458K | Buy |
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|
2025
Q1 | $475K | Sell |
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|
2024
Q4 | $406K | Sell |
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|
2024
Q3 | $479K | Sell |
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|
2024
Q2 | $412K | Sell |
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|
2024
Q1 | $405K | Buy |
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $393K | Sell |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $459K | Sell |
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|
2022
Q3 | $426K | Buy |
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|
2022
Q2 | $463K | Hold |
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|
2022
Q1 | $482K | Hold |
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|
2021
Q4 | $429K | Sell |
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|
2021
Q3 | $411K | Sell |
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|
2021
Q2 | $431K | Sell |
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|
2021
Q1 | $436K | Sell |
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|
2020
Q4 | $450K | Sell |
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|
2020
Q3 | $536K | Sell |
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|
2020
Q2 | $577K | Buy |
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|
2020
Q1 | $574K | Buy |
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|
2019
Q4 | $651K | Buy |
|