MSWM
McGlone Suttner 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 | $612K | Buy |
5,898
+104
| +2% | +$10.8K | 0.09% | 99 |
|
|
2025
Q1 | $633K | Buy |
5,794
+1,059
| +22% | +$116K | 0.1% | 92 |
|
|
2024
Q4 | $437K | Sell |
4,735
-666
| -12% | -$61.4K | 0.07% | 114 |
|
|
2024
Q3 | $554K | Buy |
5,401
+2,801
| +108% | +$287K | 0.12% | 95 |
|
|
2024
Q2 | $211K | Sell |
2,600
-2,470
| -49% | -$201K | 0.04% | 154 |
|
|
2024
Q1 | $437K | Buy |
5,070
+2,470
| +95% | +$213K | 0.08% | 103 |
|
|
2023
Q4 | $211K | Buy |
+2,600
| New | +$211K | 0.04% | 154 |
|
|
2023
Q3 | – | Sell |
-2,427
| Closed | -$204K | – | 141 |
|
|
2023
Q2 | $204K | Buy |
2,427
+105
| +5% | +$8.84K | 0.05% | 145 |
|
|
2023
Q1 | $211K | Buy |
2,322
+43
| +2% | +$3.91K | 0.05% | 136 |
|
|
2022
Q4 | $216K | Buy |
+2,279
| New | +$216K | 0.07% | 124 |
|