PJSIMP
P.J. Schmidt Investment Management (PJS)’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
2,212
| – | – | 0.04% | 178 |
|
|
2025
Q1 | $242K | Hold |
2,212
| – | – | 0.04% | 166 |
|
|
2024
Q4 | $204K | Sell |
2,212
-300
| -12% | -$27.7K | 0.04% | 182 |
|
|
2024
Q3 | $258K | Hold |
2,512
| – | – | 0.04% | 166 |
|
|
2024
Q2 | $220K | Sell |
2,512
-100
| -4% | -$8.78K | 0.04% | 172 |
|
|
2024
Q1 | $225K | Sell |
2,612
-567
| -18% | -$48.8K | 0.04% | 167 |
|
|
2023
Q4 | $247K | Sell |
3,179
-183
| -5% | -$14.2K | 0.05% | 158 |
|
|
2023
Q3 | $250K | Sell |
3,362
-217
| -6% | -$16.1K | 0.05% | 153 |
|
|
2023
Q2 | $313K | Sell |
3,579
-375
| -9% | -$32.8K | 0.06% | 138 |
|
|
2023
Q1 | $367K | Sell |
3,954
-484
| -11% | -$44.9K | 0.08% | 129 |
|
|
2022
Q4 | $421K | Sell |
4,438
-300
| -6% | -$28.5K | 0.1% | 111 |
|
|
2022
Q3 | $406K | Sell |
4,738
-360
| -7% | -$30.8K | 0.1% | 113 |
|
|
2022
Q2 | $524K | Sell |
5,098
-85
| -2% | -$8.74K | 0.11% | 105 |
|
|
2022
Q1 | $514K | Sell |
5,183
-6,902
| -57% | -$684K | 0.11% | 107 |
|
|
2021
Q4 | $1.09M | Sell |
12,085
-160
| -1% | -$14.5K | 0.22% | 79 |
|
|
2021
Q3 | $1.03M | Sell |
12,245
-400
| -3% | -$33.8K | 0.2% | 84 |
|
|
2021
Q2 | $1.09M | Buy |
12,645
+24
| +0.2% | +$2.06K | 0.22% | 78 |
|
|
2021
Q1 | $1.11M | Buy |
12,621
+7,859
| +165% | +$692K | 0.23% | 78 |
|
|
2020
Q4 | $385K | Sell |
4,762
-405
| -8% | -$32.7K | 0.09% | 123 |
|
|
2020
Q3 | $478K | Buy |
5,167
+400
| +8% | +$37K | 0.12% | 104 |
|
|
2020
Q2 | $380K | Sell |
4,767
-170
| -3% | -$13.6K | 0.11% | 94 |
|
|
2020
Q1 | $395K | Hold |
4,937
| – | – | 0.14% | 90 |
|
|
2019
Q4 | $467K | Sell |
4,937
-100
| -2% | -$9.46K | 0.13% | 99 |
|
|
2019
Q3 | $472K | Hold |
5,037
| – | – | 0.13% | 96 |
|
|
2019
Q2 | $443K | Sell |
5,037
-36
| -0.7% | -$3.17K | 0.13% | 98 |
|
|
2019
Q1 | $425K | Hold |
5,073
| – | – | 0.12% | 99 |
|
|
2018
Q4 | $379K | Hold |
5,073
| – | – | 0.12% | 101 |
|
|
2018
Q3 | $360K | Sell |
5,073
-172
| -3% | -$12.2K | 0.1% | 108 |
|
|
2018
Q2 | $363K | Sell |
5,245
-88
| -2% | -$6.09K | 0.11% | 102 |
|
|
2018
Q1 | $366K | Sell |
5,333
-555
| -9% | -$38.1K | 0.11% | 102 |
|
|
2017
Q4 | $433K | Sell |
5,888
-1,572
| -21% | -$116K | 0.12% | 98 |
|
|
2017
Q3 | $524K | Sell |
7,460
-1,885
| -20% | -$132K | 0.16% | 92 |
|
|
2017
Q2 | $649K | Sell |
9,345
-1,035
| -10% | -$71.9K | 0.2% | 86 |
|
|
2017
Q1 | $697K | Sell |
10,380
-10,915
| -51% | -$733K | 0.25% | 79 |
|
|
2016
Q4 | $1.34M | Sell |
21,295
-2,440
| -10% | -$154K | 0.5% | 60 |
|
|
2016
Q3 | $1.52M | Sell |
23,735
-175
| -0.7% | -$11.2K | 0.57% | 58 |
|
|
2016
Q2 | $1.68M | Sell |
23,910
-25
| -0.1% | -$1.75K | 0.62% | 57 |
|
|
2016
Q1 | $1.59M | Sell |
23,935
-1,655
| -6% | -$110K | 0.62% | 53 |
|
|
2015
Q4 | $1.49M | Sell |
25,590
-1,425
| -5% | -$83K | 0.6% | 55 |
|
|
2015
Q3 | $1.54M | Sell |
27,015
-195
| -0.7% | -$11.1K | 0.67% | 48 |
|
|
2015
Q2 | $1.44M | Sell |
27,210
-3,590
| -12% | -$190K | 0.56% | 52 |
|
|
2015
Q1 | $1.73M | Sell |
30,800
-180
| -0.6% | -$10.1K | 0.68% | 44 |
|
|
2014
Q4 | $1.88M | Sell |
30,980
-9,535
| -24% | -$579K | 0.74% | 44 |
|
|
2014
Q3 | $2.12M | Sell |
40,515
-1,740
| -4% | -$90.8K | 0.86% | 42 |
|
|
2014
Q2 | $2.36M | Sell |
42,255
-3,090
| -7% | -$172K | 0.92% | 37 |
|
|
2014
Q1 | $2.3M | Sell |
45,345
-230
| -0.5% | -$11.7K | 0.91% | 38 |
|
|
2013
Q4 | $2.13M | Buy |
45,575
+185
| +0.4% | +$8.65K | 0.9% | 39 |
|
|
2013
Q3 | $1.97M | Sell |
45,390
-1,070
| -2% | -$46.4K | 0.9% | 39 |
|
|
2013
Q2 | $2.08M | Buy |
+46,460
| New | +$2.08M | 1% | 37 |
|