Modera 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 | $573K | Sell |
5,521
-308
| -5% | -$32K | 0.01% | 420 |
|
|
2025
Q1 | $637K | Sell |
5,829
-573
| -9% | -$62.6K | 0.01% | 386 |
|
|
2024
Q4 | $590K | Buy |
6,402
+548
| +9% | +$50.5K | 0.01% | 404 |
|
|
2024
Q3 | $601K | Sell |
5,854
-11
| -0.2% | -$1.13K | 0.01% | 384 |
|
|
2024
Q2 | $515K | Sell |
5,865
-568
| -9% | -$49.8K | 0.01% | 389 |
|
|
2024
Q1 | $554K | Sell |
6,433
-16
| -0.2% | -$1.38K | 0.01% | 376 |
|
|
2023
Q4 | $524K | Buy |
6,449
+45
| +0.7% | +$3.66K | 0.01% | 370 |
|
|
2023
Q3 | $482K | Sell |
6,404
-31
| -0.5% | -$2.33K | 0.01% | 366 |
|
|
2023
Q2 | $542K | Buy |
+6,435
| New | +$542K | 0.01% | 367 |
|