MWM
Mattern 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 | $419K | Hold |
4,042
| – | – | 0.09% | 97 |
|
|
2025
Q1 | $442K | Hold |
4,042
| – | – | 0.1% | 104 |
|
|
2024
Q4 | $373K | Hold |
4,042
| – | – | 0.08% | 123 |
|
|
2024
Q3 | $415K | Hold |
4,042
| – | – | 0.09% | 117 |
|
|
2024
Q2 | $355K | Sell |
4,042
-1,500
| -27% | -$132K | 0.09% | 128 |
|
|
2024
Q1 | $477K | Sell |
5,542
-13
| -0.2% | -$1.12K | 0.12% | 109 |
|
|
2023
Q4 | $451K | Hold |
5,555
| – | – | 0.12% | 115 |
|
|
2023
Q3 | $418K | Hold |
5,555
| – | – | 0.12% | 112 |
|
|
2023
Q2 | $468K | Hold |
5,555
| – | – | 0.14% | 109 |
|
|
2023
Q1 | $505K | Sell |
5,555
-223
| -4% | -$20.3K | 0.17% | 113 |
|
|
2022
Q4 | $549K | Hold |
5,778
| – | – | 0.22% | 97 |
|
|
2022
Q3 | $499K | Hold |
5,778
| – | – | 0.2% | 98 |
|
|
2022
Q2 | $554K | Hold |
5,778
| – | – | 0.22% | 88 |
|
|
2022
Q1 | $576K | Hold |
5,778
| – | – | 0.19% | 97 |
|
|
2021
Q4 | $514K | Hold |
5,778
| – | – | 0.15% | 110 |
|
|
2021
Q3 | $469K | Hold |
5,778
| – | – | 0.16% | 110 |
|
|
2021
Q2 | $505K | Sell |
5,778
-200
| -3% | -$17.5K | 0.16% | 111 |
|
|
2021
Q1 | $506K | Sell |
5,978
-63
| -1% | -$5.33K | 0.18% | 104 |
|
|
2020
Q4 | $503K | Hold |
6,041
| – | – | 0.19% | 105 |
|
|
2020
Q3 | $494K | Hold |
6,041
| – | – | 0.21% | 97 |
|
|
2020
Q2 | $481K | Hold |
6,041
| – | – | 0.23% | 94 |
|
|
2020
Q1 | $483K | Buy |
6,041
+762
| +14% | +$60.9K | 0.35% | 83 |
|
|
2019
Q4 | $499K | Buy |
+5,279
| New | +$499K | 0.3% | 92 |
|