OHWA
Oak Hill Wealth Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
4,224
+755
| +22% | +$78.5K | 0.09% | 101 |
|
|
2025
Q1 | $379K | Sell |
3,469
-1
| -0% | -$109 | 0.09% | 98 |
|
|
2024
Q4 | $320K | Buy |
+3,470
| New | +$320K | 0.08% | 109 |
|
|
2024
Q3 | – | Sell |
-2,870
| Closed | -$252K | – | 6 |
|
|
2024
Q2 | $252K | Buy |
+2,870
| New | +$252K | 0.08% | 98 |
|
|
2024
Q1 | – | Sell |
-2,870
| Closed | -$233K | – | 6 |
|
|
2023
Q4 | $233K | Hold |
2,870
| – | – | 0.08% | 98 |
|
|
2023
Q3 | $216K | Sell |
2,870
-1,061
| -27% | -$79.8K | 0.08% | 97 |
|
|
2023
Q2 | $331K | Buy |
3,931
+1,435
| +57% | +$121K | 0.12% | 77 |
|
|
2023
Q1 | $227K | Hold |
2,496
| – | – | 0.09% | 97 |
|
|
2022
Q4 | $237K | Buy |
+2,496
| New | +$237K | 0.1% | 94 |
|