J.P. Morgan Private Wealth Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.46M | Buy |
+72,521
| New | +$5.46M | 0.02% | 483 |
|
|
2023
Q2 | – | Sell |
-74,594
| Closed | -$6.79M | – | 1474 |
|
|
2023
Q1 | $6.79M | Buy |
74,594
+16,819
| +29% | +$1.53M | 0.01% | 521 |
|
|
2022
Q4 | $5.49M | Buy |
57,775
+8,814
| +18% | +$837K | 0.01% | 558 |
|
|
2022
Q3 | $4.23M | Buy |
48,961
+19
| +0% | +$1.64K | 0.01% | 602 |
|
|
2022
Q2 | $4.7M | Sell |
48,942
-4,592
| -9% | -$441K | 0.01% | 581 |
|
|
2022
Q1 | $5.34M | Sell |
53,534
-36,192
| -40% | -$3.61M | 0.01% | 598 |
|
|
2021
Q4 | $7.98M | Sell |
89,726
-699
| -0.8% | -$62.2K | 0.02% | 495 |
|
|
2021
Q3 | $7.34M | Buy |
90,425
+10,432
| +13% | +$847K | 0.02% | 498 |
|
|
2021
Q2 | $6.77M | Buy |
79,993
+50,858
| +175% | +$4.3M | 0.02% | 510 |
|
|
2021
Q1 | $2.47M | Sell |
29,135
-8,439
| -22% | -$715K | 0.01% | 698 |
|
|
2020
Q4 | $3.13M | Buy |
37,574
+3,533
| +10% | +$294K | 0.01% | 602 |
|
|
2020
Q3 | $2.78M | Sell |
34,041
-10,367
| -23% | -$847K | 0.01% | 559 |
|
|
2020
Q2 | $3.54M | Buy |
44,408
+2,547
| +6% | +$203K | 0.02% | 445 |
|
|
2020
Q1 | $3.35M | Sell |
41,861
-1,019
| -2% | -$81.5K | 0.02% | 434 |
|
|
2019
Q4 | $4.05M | Buy |
42,880
+3,586
| +9% | +$339K | 0.02% | 468 |
|
|
2019
Q3 | $3.68M | Buy |
39,294
+11,996
| +44% | +$1.12M | 0.02% | 472 |
|
|
2019
Q2 | $2.4M | Sell |
27,298
-2,875
| -10% | -$253K | 0.01% | 556 |
|
|
2019
Q1 | $2.53M | Sell |
30,173
-591
| -2% | -$49.5K | 0.01% | 562 |
|
|
2018
Q4 | $2.3M | Buy |
30,764
+1,257
| +4% | +$93.9K | 0.01% | 542 |
|
|
2018
Q3 | $2.09M | Sell |
29,507
-2,296
| -7% | -$163K | 0.01% | 617 |
|
|
2018
Q2 | $2.2M | Buy |
31,803
+10,377
| +48% | +$719K | 0.01% | 587 |
|
|
2018
Q1 | $1.47M | Sell |
21,426
-5,012
| -19% | -$344K | 0.01% | 554 |
|
|
2017
Q4 | $1.95M | Sell |
26,438
-358
| -1% | -$26.4K | 0.01% | 486 |
|
|
2017
Q3 | $1.88M | Sell |
26,796
-190
| -0.7% | -$13.3K | 0.01% | 482 |
|
|
2017
Q2 | $1.88M | Buy |
26,986
+433
| +2% | +$30.1K | 0.01% | 475 |
|
|
2017
Q1 | $1.78M | Buy |
26,553
+1,319
| +5% | +$88.5K | 0.01% | 485 |
|
|
2016
Q4 | $1.59M | Sell |
25,234
-1,793
| -7% | -$113K | 0.01% | 481 |
|
|
2016
Q3 | $1.74M | Sell |
27,027
-1,423
| -5% | -$91.4K | 0.02% | 465 |
|
|
2016
Q2 | $1.99M | Buy |
28,450
+5,775
| +25% | +$405K | 0.02% | 441 |
|
|
2016
Q1 | $1.51M | Buy |
22,675
+2,622
| +13% | +$174K | 0.01% | 466 |
|
|
2015
Q4 | $1.17M | Buy |
20,053
+2,067
| +11% | +$120K | 0.01% | 485 |
|
|
2015
Q3 | $1.02M | Sell |
17,986
-5,831
| -24% | -$332K | 0.01% | 465 |
|
|
2015
Q2 | $1.26M | Buy |
23,817
+2,405
| +11% | +$127K | 0.01% | 455 |
|
|
2015
Q1 | $1.21M | Buy |
21,412
+2,042
| +11% | +$115K | 0.01% | 478 |
|
|
2014
Q4 | $1.18M | Buy |
19,370
+6,131
| +46% | +$372K | 0.01% | 495 |
|
|
2014
Q3 | $691K | Sell |
13,239
-53
| -0.4% | -$2.77K | 0.01% | 610 |
|
|
2014
Q2 | $741K | Sell |
13,292
-1,328
| -9% | -$74K | 0.01% | 473 |
|
|
2014
Q1 | $740K | Buy |
14,620
+3,945
| +37% | +$200K | 0.01% | 465 |
|
|
2013
Q4 | $499K | Buy |
10,675
+1,106
| +12% | +$51.7K | 0.01% | 451 |
|
|
2013
Q3 | $415K | Buy |
9,569
+541
| +6% | +$23.5K | 0.01% | 462 |
|
|
2013
Q2 | $404K | Buy |
+9,028
| New | +$404K | 0.01% | 443 |
|