Modera Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $639K | Buy |
|
|||||
|
2025
Q3 | $616K | Sell |
|
|||||
|
2025
Q2 | $573K | Sell |
|
|||||
|
2025
Q1 | $637K | Sell |
|
|||||
|
2024
Q4 | $590K | Buy |
|
|||||
|
2024
Q3 | $601K | Sell |
|
|||||
|
2024
Q2 | $515K | Sell |
|
|||||
|
2024
Q1 | $554K | Sell |
|
|||||
|
2023
Q4 | $524K | Buy |
|
|||||
|
2023
Q3 | $482K | Sell |
|
|||||
|
2023
Q2 | $542K | Buy |
|