PMIA
Patrick Mauro Investment Advisor’s American Electric Power AEP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.27M | Sell |
35,480
-4,389
| -11% | -$405K | 1.85% | 22 |
|
2025
Q1 | $4.36M | Sell |
39,869
-26,930
| -40% | -$2.94M | 2.38% | 20 |
|
2024
Q4 | $6.16M | Buy |
66,799
+11,120
| +20% | +$1.03M | 3.52% | 10 |
|
2024
Q3 | $5.71M | Sell |
55,679
-3,934
| -7% | -$404K | 3.01% | 14 |
|
2024
Q2 | $5.23M | Sell |
59,613
-5,911
| -9% | -$519K | 3.04% | 13 |
|
2024
Q1 | $5.64M | Buy |
65,524
+19,111
| +41% | +$1.65M | 3.21% | 13 |
|
2023
Q4 | $3.77M | Buy |
46,413
+12,348
| +36% | +$1M | 2.24% | 20 |
|
2023
Q3 | $2.56M | Sell |
34,065
-1,271
| -4% | -$95.6K | 1.66% | 25 |
|
2023
Q2 | $2.98M | Buy |
35,336
+1,590
| +5% | +$134K | 1.83% | 24 |
|
2023
Q1 | $3.07M | Buy |
33,746
+1,735
| +5% | +$158K | 1.92% | 22 |
|
2022
Q4 | $3.04M | Buy |
32,011
+3,311
| +12% | +$314K | 1.97% | 23 |
|
2022
Q3 | $2.48M | Buy |
+28,700
| New | +$2.48M | 1.79% | 24 |
|