Meridian Wealth Management’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
$516K Buy
4,969
+17
+0.3% +$1.76K 0.02% 439
2025
Q1
$541K Sell
4,952
-64
-1% -$6.99K 0.03% 396
2024
Q4
$463K Buy
5,016
+60
+1% +$5.53K 0.02% 427
2024
Q3
$509K Buy
+4,956
New +$509K 0.03% 403
2024
Q2
Sell
-5,391
Closed -$464K 296
2024
Q1
$464K Sell
5,391
-941
-15% -$81K 0.08% 141
2023
Q4
$514K Sell
6,332
-5,770
-48% -$469K 0.03% 376
2023
Q3
$910K Buy
12,102
+6,506
+116% +$489K 0.06% 253
2023
Q2
$471K Sell
5,596
-632
-10% -$53.2K 0.04% 338
2023
Q1
$567K Sell
6,228
-6
-0.1% -$546 0.05% 296
2022
Q4
$592K Buy
6,234
+226
+4% +$21.5K 0.06% 279
2022
Q3
$519K Sell
6,008
-682
-10% -$58.9K 0.06% 269
2022
Q2
$642K Buy
6,690
+25
+0.4% +$2.4K 0.05% 297
2022
Q1
$665K Buy
+6,665
New +$665K 0.07% 199
2021
Q3
Sell
-7,975
Closed -$675K 391
2021
Q2
$675K Buy
+7,975
New +$675K 0.09% 189
2019
Q3
Sell
-652
Closed -$574 206
2019
Q2
$574 Buy
+652
New +$574 0.02% 357