MA
Mutual Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
10,700
+1,508
| +16% | +$166K | 0.03% | 445 |
|
|
2025
Q1 | $981K | Sell |
9,192
-853
| -8% | -$91.1K | 0.03% | 453 |
|
|
2024
Q4 | $973K | Sell |
10,045
-487
| -5% | -$47.2K | 0.03% | 484 |
|
|
2024
Q3 | $1.05M | Sell |
10,532
-77
| -0.7% | -$7.65K | 0.03% | 469 |
|
|
2024
Q2 | $1.03M | Sell |
10,609
-796
| -7% | -$77.3K | 0.03% | 481 |
|
|
2024
Q1 | $982K | Buy |
11,405
+1,272
| +13% | +$110K | 0.03% | 476 |
|
|
2023
Q4 | $823K | Buy |
10,133
+1,413
| +16% | +$115K | 0.03% | 510 |
|
|
2023
Q3 | $656K | Buy |
8,720
+982
| +13% | +$73.9K | 0.03% | 531 |
|
|
2023
Q2 | $652K | Buy |
7,738
+371
| +5% | +$31.2K | 0.02% | 555 |
|
|
2023
Q1 | $670K | Buy |
7,367
+1,522
| +26% | +$138K | 0.03% | 539 |
|
|
2022
Q4 | $555K | Buy |
5,845
+515
| +10% | +$48.9K | 0.02% | 555 |
|
|
2022
Q3 | $461K | Buy |
5,330
+985
| +23% | +$85.2K | 0.02% | 580 |
|
|
2022
Q2 | $417K | Sell |
4,345
-8
| -0.2% | -$768 | 0.03% | 592 |
|
|
2022
Q1 | $434K | Buy |
4,353
+695
| +19% | +$69.3K | 0.02% | 612 |
|
|
2021
Q4 | $325K | Buy |
3,658
+3
| +0.1% | +$267 | 0.02% | 711 |
|
|
2021
Q3 | $297K | Buy |
+3,655
| New | +$297K | 0.02% | 715 |
|
|
2020
Q4 | – | Sell |
-4,642
| Closed | -$379K | – | 734 |
|
|
2020
Q3 | $379K | Sell |
4,642
-3,223
| -41% | -$263K | 0.03% | 482 |
|
|
2020
Q2 | $626K | Buy |
+7,865
| New | +$626K | 0.06% | 327 |
|