Integrated Wealth Concepts’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 | $3.45M | Buy |
33,206
+2,834
| +9% | +$294K | 0.03% | 449 |
|
|
2025
Q1 | $3.32M | Buy |
30,372
+1,680
| +6% | +$184K | 0.04% | 427 |
|
|
2024
Q4 | $2.65M | Sell |
28,692
-308
| -1% | -$28.4K | 0.03% | 471 |
|
|
2024
Q3 | $2.98M | Sell |
29,000
-248
| -0.8% | -$25.4K | 0.04% | 430 |
|
|
2024
Q2 | $2.57M | Sell |
29,248
-3,926
| -12% | -$344K | 0.04% | 438 |
|
|
2024
Q1 | $2.86M | Buy |
33,174
+874
| +3% | +$75.3K | 0.04% | 399 |
|
|
2023
Q4 | $2.62M | Sell |
32,300
-466
| -1% | -$37.8K | 0.04% | 388 |
|
|
2023
Q3 | $2.46M | Sell |
32,766
-237
| -0.7% | -$17.8K | 0.04% | 381 |
|
|
2023
Q2 | $2.78M | Buy |
33,003
+2,790
| +9% | +$235K | 0.05% | 346 |
|
|
2023
Q1 | $2.75M | Buy |
30,213
+18,404
| +156% | +$1.67M | 0.06% | 312 |
|
|
2022
Q4 | $1.12M | Buy |
11,809
+220
| +2% | +$20.9K | 0.03% | 443 |
|
|
2022
Q3 | $1M | Sell |
11,589
-155
| -1% | -$13.4K | 0.03% | 426 |
|
|
2022
Q2 | $1.13M | Buy |
11,744
+89
| +0.8% | +$8.54K | 0.04% | 405 |
|
|
2022
Q1 | $1.16M | Sell |
11,655
-927
| -7% | -$92.5K | 0.04% | 360 |
|
|
2021
Q4 | $1.12M | Buy |
12,582
+968
| +8% | +$86.1K | 0.03% | 382 |
|
|
2021
Q3 | $943K | Buy |
11,614
+2,734
| +31% | +$222K | 0.03% | 397 |
|
|
2021
Q2 | $751K | Buy |
8,880
+143
| +2% | +$12.1K | 0.03% | 432 |
|
|
2021
Q1 | $740K | Buy |
8,737
+2,756
| +46% | +$233K | 0.03% | 367 |
|
|
2020
Q4 | $498K | Sell |
5,981
-1,541
| -20% | -$128K | 0.02% | 412 |
|
|
2020
Q3 | $615K | Buy |
7,522
+1,329
| +21% | +$109K | 0.04% | 300 |
|
|
2020
Q2 | $493K | Sell |
6,193
-841
| -12% | -$66.9K | 0.04% | 285 |
|
|
2020
Q1 | $563K | Buy |
7,034
+555
| +9% | +$44.4K | 0.05% | 210 |
|
|
2019
Q4 | $612K | Buy |
6,479
+2,584
| +66% | +$244K | 0.05% | 234 |
|
|
2019
Q3 | $365K | Buy |
+3,895
| New | +$365K | 0.04% | 265 |
|