Morton Brown Family Wealth’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 | – | Sell |
-334
| Closed | -$36.5K | – | 320 |
|
|
2025
Q1 | $36.5K | Hold |
334
| – | – | 0.01% | 121 |
|
|
2024
Q4 | $30.8K | Hold |
334
| – | – | 0.01% | 127 |
|
|
2024
Q3 | $34.3K | Hold |
334
| – | – | 0.01% | 113 |
|
|
2024
Q2 | $31.2K | Sell |
334
-90
| -21% | -$8.41K | 0.01% | 110 |
|
|
2024
Q1 | $36.5K | Buy |
+424
| New | +$36.5K | 0.02% | 98 |
|
|
2023
Q4 | – | Sell |
-680
| Closed | -$51.2K | – | 288 |
|
|
2023
Q3 | $51.2K | Hold |
680
| – | – | 0.03% | 79 |
|
|
2023
Q2 | $57.3K | Hold |
680
| – | – | 0.03% | 70 |
|
|
2023
Q1 | $61.9K | Buy |
+680
| New | +$61.9K | 0.04% | 70 |
|
|
2022
Q4 | – | Sell |
-21
| Closed | -$2K | – | 159 |
|
|
2022
Q3 | $2K | Buy |
21
+8
| +62% | +$762 | ﹤0.01% | 166 |
|
|
2022
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 216 |
|