MSA
Marino Stram & Associates’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
12,184
+597
| +5% | +$61.9K | 0.26% | 64 |
|
|
2025
Q1 | $1.27M | Buy |
11,587
+372
| +3% | +$40.6K | 0.28% | 56 |
|
|
2024
Q4 | $1.03M | Buy |
11,215
+84
| +0.8% | +$7.75K | 0.23% | 74 |
|
|
2024
Q3 | $1.14M | Buy |
11,131
+216
| +2% | +$22.2K | 0.25% | 66 |
|
|
2024
Q2 | $958K | Sell |
10,915
-29
| -0.3% | -$2.55K | 0.23% | 71 |
|
|
2024
Q1 | $942K | Buy |
10,944
+332
| +3% | +$28.6K | 0.22% | 75 |
|
|
2023
Q4 | $862K | Sell |
10,612
-626
| -6% | -$50.8K | 0.22% | 72 |
|
|
2023
Q3 | $845K | Sell |
11,238
-386
| -3% | -$29K | 0.25% | 61 |
|
|
2023
Q2 | $979K | Sell |
11,624
-361
| -3% | -$30.4K | 0.28% | 58 |
|
|
2023
Q1 | $1.09M | Buy |
11,985
+119
| +1% | +$10.8K | 0.33% | 51 |
|
|
2022
Q4 | $1.13M | Buy |
11,866
+645
| +6% | +$61.2K | 0.35% | 46 |
|
|
2022
Q3 | $970K | Buy |
11,221
+29
| +0.3% | +$2.51K | 0.35% | 47 |
|
|
2022
Q2 | $1.07M | Buy |
11,192
+27
| +0.2% | +$2.59K | 0.37% | 43 |
|
|
2022
Q1 | $1.11M | Buy |
11,165
+46
| +0.4% | +$4.59K | 0.35% | 45 |
|
|
2021
Q4 | $989K | Buy |
11,119
+407
| +4% | +$36.2K | 0.3% | 53 |
|
|
2021
Q3 | $870K | Buy |
+10,712
| New | +$870K | 0.3% | 55 |
|
|
2021
Q2 | – | Sell |
-9,358
| Closed | -$793K | – | 248 |
|
|
2021
Q1 | $793K | Buy |
9,358
+1,899
| +25% | +$161K | 0.31% | 53 |
|
|
2020
Q4 | $621K | Buy |
7,459
+740
| +11% | +$61.6K | 0.28% | 55 |
|
|
2020
Q3 | $549K | Buy |
6,719
+1,393
| +26% | +$114K | 0.29% | 57 |
|
|
2020
Q2 | $424K | Buy |
5,326
+642
| +14% | +$51.1K | 0.25% | 64 |
|
|
2020
Q1 | $375K | Buy |
4,684
+628
| +15% | +$50.3K | 0.29% | 59 |
|
|
2019
Q4 | $383K | Buy |
4,056
+256
| +7% | +$24.2K | 0.25% | 62 |
|
|
2019
Q3 | $356K | Buy |
3,800
+5
| +0.1% | +$468 | 0.25% | 58 |
|
|
2019
Q2 | $334K | Buy |
3,795
+1,051
| +38% | +$92.5K | 0.24% | 61 |
|
|
2019
Q1 | $230K | Buy |
2,744
+575
| +27% | +$48.2K | 0.17% | 67 |
|
|
2018
Q4 | $192K | Sell |
2,169
-167
| -7% | -$14.8K | 0.17% | 73 |
|
|
2018
Q3 | $160K | Buy |
2,336
+5
| +0.2% | +$342 | 0.13% | 89 |
|
|
2018
Q2 | $161K | Sell |
2,331
-123
| -5% | -$8.5K | 0.14% | 92 |
|
|
2018
Q1 | $168K | Sell |
2,454
-18
| -0.7% | -$1.23K | 0.16% | 86 |
|
|
2017
Q4 | $182K | Buy |
+2,472
| New | +$182K | 0.17% | 82 |
|