Modern 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 | $466K | Sell |
4,488
-267
| -6% | -$27.7K | 0.01% | 486 |
|
|
2025
Q1 | $520K | Buy |
4,755
+712
| +18% | +$77.8K | 0.02% | 412 |
|
|
2024
Q4 | $373K | Buy |
4,043
+608
| +18% | +$56.1K | 0.01% | 417 |
|
|
2024
Q3 | $352K | Buy |
3,435
+565
| +20% | +$58K | 0.02% | 311 |
|
|
2024
Q2 | $252K | Buy |
2,870
+257
| +10% | +$22.6K | 0.02% | 342 |
|
|
2024
Q1 | $225K | Buy |
+2,613
| New | +$225K | 0.02% | 274 |
|