Keudell/Morrison Wealth Management’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 | $393K | Sell |
3,792
-27
| -0.7% | -$2.8K | 0.09% | 141 |
|
|
2025
Q1 | $417K | Buy |
3,819
+12
| +0.3% | +$1.31K | 0.1% | 125 |
|
|
2024
Q4 | $351K | Sell |
3,807
-16
| -0.4% | -$1.48K | 0.09% | 143 |
|
|
2024
Q3 | $392K | Sell |
3,823
-446
| -10% | -$45.8K | 0.11% | 132 |
|
|
2024
Q2 | $375K | Sell |
4,269
-67
| -2% | -$5.88K | 0.11% | 138 |
|
|
2024
Q1 | $373K | Buy |
4,336
+459
| +12% | +$39.5K | 0.11% | 137 |
|
|
2023
Q4 | $315K | Sell |
3,877
-435
| -10% | -$35.3K | 0.1% | 147 |
|
|
2023
Q3 | $324K | Sell |
4,312
-172
| -4% | -$12.9K | 0.1% | 136 |
|
|
2023
Q2 | $378K | Buy |
4,484
+644
| +17% | +$54.2K | 0.11% | 121 |
|
|
2023
Q1 | $349K | Buy |
3,840
+1,034
| +37% | +$94.1K | 0.1% | 128 |
|
|
2022
Q4 | $266K | Buy |
+2,806
| New | +$266K | 0.09% | 155 |
|
|
2022
Q3 | – | Sell |
-2,493
| Closed | -$239K | – | 175 |
|
|
2022
Q2 | $239K | Sell |
2,493
-1,637
| -40% | -$157K | 0.09% | 155 |
|
|
2022
Q1 | $412K | Buy |
4,130
+4
| +0.1% | +$399 | 0.17% | 114 |
|
|
2021
Q4 | $367K | Sell |
4,126
-245
| -6% | -$21.8K | 0.14% | 124 |
|
|
2021
Q3 | $355K | Hold |
4,371
| – | – | 0.15% | 120 |
|
|
2021
Q2 | $370K | Buy |
4,371
+602
| +16% | +$51K | 0.2% | 119 |
|
|
2021
Q1 | $319K | Sell |
3,769
-57
| -1% | -$4.82K | 0.19% | 123 |
|
|
2020
Q4 | $294K | Buy |
3,826
+931
| +32% | +$71.5K | 0.19% | 123 |
|
|
2020
Q3 | $237K | Buy |
+2,895
| New | +$237K | 0.15% | 129 |
|
|
2019
Q2 | – | Sell |
-2,849
| Closed | -$239K | – | 143 |
|
|
2019
Q1 | $239K | Buy |
+2,849
| New | +$239K | 0.21% | 115 |
|