JPWM
Jamison Private Wealth Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
19,712
+284
| +1% | +$29.5K | 0.29% | 75 |
|
|
2025
Q1 | $2.12M | Sell |
19,428
-17
| -0.1% | -$1.86K | 0.32% | 73 |
|
|
2024
Q4 | $1.79M | Sell |
19,445
-52
| -0.3% | -$4.8K | 0.26% | 83 |
|
|
2024
Q3 | $2M | Buy |
19,497
+34
| +0.2% | +$3.49K | 0.3% | 78 |
|
|
2024
Q2 | $1.71M | Sell |
19,463
-573
| -3% | -$50.3K | 0.28% | 77 |
|
|
2024
Q1 | $1.73M | Sell |
20,036
-100
| -0.5% | -$8.61K | 0.29% | 80 |
|
|
2023
Q4 | $1.64M | Sell |
20,136
-1,050
| -5% | -$85.3K | 0.31% | 78 |
|
|
2023
Q3 | $1.59M | Buy |
+21,186
| New | +$1.59M | 0.33% | 75 |
|