McKinley Carter Wealth Services’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 | $648K | Buy |
6,248
+1,810
| +41% | +$188K | 0.04% | 191 |
|
|
2025
Q1 | $485K | Buy |
4,438
+14
| +0.3% | +$1.53K | 0.03% | 206 |
|
|
2024
Q4 | $408K | Sell |
4,424
-46
| -1% | -$4.24K | 0.03% | 221 |
|
|
2024
Q3 | $459K | Sell |
4,470
-6
| -0.1% | -$616 | 0.03% | 216 |
|
|
2024
Q2 | $393K | Buy |
4,476
+9
| +0.2% | +$790 | 0.03% | 227 |
|
|
2024
Q1 | $385K | Sell |
4,467
-68
| -1% | -$5.86K | 0.03% | 231 |
|
|
2023
Q4 | $368K | Buy |
4,535
+1
| +0% | +$81 | 0.03% | 231 |
|
|
2023
Q3 | $341K | Buy |
4,534
+2
| +0% | +$150 | 0.03% | 235 |
|
|
2023
Q2 | $382K | Buy |
4,532
+138
| +3% | +$11.6K | 0.03% | 231 |
|
|
2023
Q1 | $400K | Sell |
4,394
-319
| -7% | -$29K | 0.03% | 225 |
|
|
2022
Q4 | $448K | Buy |
4,713
+885
| +23% | +$84K | 0.04% | 211 |
|
|
2022
Q3 | $331K | Buy |
3,828
+158
| +4% | +$13.7K | 0.03% | 227 |
|
|
2022
Q2 | $352K | Buy |
3,670
+50
| +1% | +$4.8K | 0.03% | 228 |
|
|
2022
Q1 | $361K | Sell |
3,620
-349
| -9% | -$34.8K | 0.03% | 224 |
|
|
2021
Q4 | $353K | Sell |
3,969
-316
| -7% | -$28.1K | 0.03% | 226 |
|
|
2021
Q3 | $348K | Buy |
4,285
+160
| +4% | +$13K | 0.03% | 224 |
|
|
2021
Q2 | $349K | Sell |
4,125
-33
| -0.8% | -$2.79K | 0.03% | 225 |
|
|
2021
Q1 | $352K | Buy |
4,158
+186
| +5% | +$15.7K | 0.03% | 222 |
|
|
2020
Q4 | $331K | Buy |
3,972
+828
| +26% | +$69K | 0.04% | 199 |
|
|
2020
Q3 | $257K | Buy |
3,144
+4
| +0.1% | +$327 | 0.06% | 127 |
|
|
2020
Q2 | $250K | Buy |
3,140
+144
| +5% | +$11.5K | 0.06% | 126 |
|
|
2020
Q1 | $240K | Sell |
2,996
-5
| -0.2% | -$401 | 0.07% | 125 |
|
|
2019
Q4 | $284K | Sell |
3,001
-238
| -7% | -$22.5K | 0.07% | 138 |
|
|
2019
Q3 | $303K | Buy |
3,239
+4
| +0.1% | +$374 | 0.08% | 136 |
|
|
2019
Q2 | $285K | Buy |
3,235
+323
| +11% | +$28.5K | 0.08% | 137 |
|
|
2019
Q1 | $244K | Sell |
2,912
-4,119
| -59% | -$345K | 0.07% | 137 |
|
|
2018
Q4 | $526K | Sell |
7,031
-229
| -3% | -$17.1K | 0.17% | 98 |
|
|
2018
Q3 | $515K | Sell |
7,260
-221
| -3% | -$15.7K | 0.15% | 96 |
|
|
2018
Q2 | $518K | Hold |
7,481
| – | – | 0.17% | 94 |
|
|
2018
Q1 | $513K | Sell |
7,481
-579
| -7% | -$39.7K | 0.17% | 94 |
|
|
2017
Q4 | $593K | Buy |
8,060
+4,162
| +107% | +$306K | 0.2% | 89 |
|
|
2017
Q3 | $274K | Buy |
3,898
+457
| +13% | +$32.1K | 0.11% | 126 |
|
|
2017
Q2 | $239K | Sell |
3,441
-158
| -4% | -$11K | 0.11% | 118 |
|
|
2017
Q1 | $242K | Sell |
3,599
-333
| -8% | -$22.4K | 0.11% | 111 |
|
|
2016
Q4 | $248K | Buy |
3,932
+46
| +1% | +$2.9K | 0.13% | 108 |
|
|
2016
Q3 | $250K | Buy |
3,886
+171
| +5% | +$11K | 0.13% | 104 |
|
|
2016
Q2 | $260K | Buy |
3,715
+208
| +6% | +$14.6K | 0.14% | 106 |
|
|
2016
Q1 | $233K | Buy |
3,507
+61
| +2% | +$4.05K | 0.13% | 114 |
|
|
2015
Q4 | $201K | Buy |
+3,446
| New | +$201K | 0.12% | 112 |
|
|
2015
Q3 | – | Sell |
-4,524
| Closed | -$240K | – | 111 |
|
|
2015
Q2 | $240K | Sell |
4,524
-527
| -10% | -$28K | 0.13% | 111 |
|
|
2015
Q1 | $284K | Buy |
+5,051
| New | +$284K | 0.18% | 92 |
|
|
2014
Q1 | – | Sell |
-4,767
| Closed | -$223K | – | 95 |
|
|
2013
Q4 | $223K | Buy |
4,767
+125
| +3% | +$5.85K | 0.22% | 100 |
|
|
2013
Q3 | $201K | Buy |
+4,642
| New | +$201K | 0.24% | 88 |
|