NCM
Novare Capital Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
2,948
+16
| +0.5% | +$1.66K | 0.02% | 162 |
|
|
2025
Q1 | $320K | Buy |
2,932
+15
| +0.5% | +$1.64K | 0.03% | 157 |
|
|
2024
Q4 | $269K | Sell |
2,917
-108
| -4% | -$9.96K | 0.02% | 169 |
|
|
2024
Q3 | $310K | Buy |
3,025
+15
| +0.5% | +$1.54K | 0.03% | 155 |
|
|
2024
Q2 | $264K | Buy |
3,010
+17
| +0.6% | +$1.49K | 0.02% | 161 |
|
|
2024
Q1 | $258K | Buy |
+2,993
| New | +$258K | 0.02% | 159 |
|
|
2020
Q4 | – | Sell |
-2,980
| Closed | -$244K | – | 144 |
|
|
2020
Q3 | $244K | Sell |
2,980
-58,232
| -95% | -$4.77M | 0.03% | 123 |
|
|
2020
Q2 | $4.88M | Buy |
61,212
+1,443
| +2% | +$115K | 0.73% | 65 |
|
|
2020
Q1 | $4.78M | Sell |
59,769
-343
| -0.6% | -$27.4K | 0.84% | 52 |
|
|
2019
Q4 | $5.68M | Sell |
60,112
-13
| -0% | -$1.23K | 0.79% | 60 |
|
|
2019
Q3 | $5.63M | Buy |
60,125
+90
| +0.1% | +$8.43K | 0.84% | 51 |
|
|
2019
Q2 | $5.28M | Buy |
+60,035
| New | +$5.28M | 0.81% | 56 |
|