Jamison Private 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
2026 Q1	$2.61M	Buy	19,945 +292	+1%	+$36.5K	0.33%	72
2025 Q4	$2.27M	Buy	19,653 +60	+0.3%	+$7.09K	0.28%	78
2025 Q3	$2.2M	Sell	19,593 -119	-0.6%	-$13K	0.29%	78
2025 Q2	$2.05M	Buy	19,712 +284	+1%	+$29.5K	0.29%	75
2025 Q1	$2.12M	Sell	19,428 -17	-0.1%	-$1.72K	0.32%	73
2024 Q4	$1.79M	Sell	19,445 -52	-0.3%	-$5.03K	0.26%	83
2024 Q3	$2M	Buy	19,497 +34	+0.2%	+$3.32K	0.3%	78
2024 Q2	$1.71M	Sell	19,463 -573	-3%	-$50.1K	0.28%	77
2024 Q1	$1.73M	Sell	20,036 -100	-0.5%	-$8.13K	0.29%	80
2023 Q4	$1.64M	Sell	20,136 -1,050	-5%	-$81.5K	0.31%	78
2023 Q3	$1.59M	Buy	+21,186	New	+$1.72M	0.33%	75