McDonald Partners’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 | $361K | Sell |
3,476
-40
| -1% | -$4.15K | 0.09% | 198 |
|
|
2025
Q1 | $384K | Sell |
3,516
-25
| -0.7% | -$2.73K | 0.1% | 186 |
|
|
2024
Q4 | $327K | Sell |
3,541
-485
| -12% | -$44.7K | 0.08% | 192 |
|
|
2024
Q3 | $413K | Hold |
4,026
| – | – | 0.1% | 178 |
|
|
2024
Q2 | $353K | Sell |
4,026
-200
| -5% | -$17.5K | 0.09% | 187 |
|
|
2024
Q1 | $364K | Sell |
4,226
-50
| -1% | -$4.31K | 0.1% | 188 |
|
|
2023
Q4 | $347K | Sell |
4,276
-115
| -3% | -$9.34K | 0.1% | 186 |
|
|
2023
Q3 | $330K | Buy |
4,391
+50
| +1% | +$3.76K | 0.11% | 183 |
|
|
2023
Q2 | $366K | Buy |
4,341
+760
| +21% | +$64K | 0.11% | 184 |
|
|
2023
Q1 | $326K | Sell |
3,581
-150
| -4% | -$13.6K | 0.11% | 189 |
|
|
2022
Q4 | $354K | Buy |
3,731
+50
| +1% | +$4.75K | 0.12% | 170 |
|
|
2022
Q3 | $318K | Sell |
3,681
-950
| -21% | -$82.1K | 0.12% | 172 |
|
|
2022
Q2 | $444K | Buy |
4,631
+156
| +3% | +$15K | 0.11% | 191 |
|
|
2022
Q1 | $446K | Buy |
4,475
+4,435
| +11,088% | +$442K | 0.1% | 213 |
|
|
2021
Q4 | $3.56K | Sell |
40
-4,435
| -99% | -$395K | ﹤0.01% | 276 |
|
|
2021
Q3 | $363K | Buy |
4,475
+225
| +5% | +$18.3K | 0.09% | 226 |
|
|
2021
Q2 | $360K | Sell |
4,250
-120
| -3% | -$10.2K | 0.09% | 226 |
|
|
2021
Q1 | $370K | Sell |
4,370
-1
| -0% | -$85 | 0.1% | 208 |
|
|
2020
Q4 | $364K | Buy |
+4,371
| New | +$364K | 0.1% | 200 |
|