Mosaic Family Wealth Partners’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 | $202K | Hold |
1,947
| – | – | 0.03% | 219 |
|
|
2025
Q1 | $213K | Buy |
+1,947
| New | +$213K | 0.03% | 202 |
|
|
2024
Q4 | – | Sell |
-2,010
| Closed | -$206K | – | 213 |
|
|
2024
Q3 | $206K | Buy |
+2,010
| New | +$206K | 0.03% | 198 |
|
|
2024
Q1 | – | Sell |
-2,564
| Closed | -$208K | – | 202 |
|
|
2023
Q4 | $208K | Buy |
+2,564
| New | +$208K | 0.04% | 187 |
|
|
2023
Q3 | – | Sell |
-2,451
| Closed | -$206K | – | 181 |
|
|
2023
Q2 | $206K | Buy |
2,451
+4
| +0.2% | +$337 | 0.04% | 178 |
|
|
2023
Q1 | $223K | Sell |
2,447
-85
| -3% | -$7.73K | 0.05% | 169 |
|
|
2022
Q4 | $240K | Buy |
+2,532
| New | +$240K | 0.07% | 155 |
|