PP
PDS Planning’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Buy |
8,217
+219
| +3% | +$22.7K | 0.06% | 148 |
|
|
2025
Q1 | $874K | Buy |
7,998
+281
| +4% | +$30.7K | 0.07% | 117 |
|
|
2024
Q4 | $712K | Buy |
7,717
+8
| +0.1% | +$738 | 0.06% | 135 |
|
|
2024
Q3 | $791K | Buy |
7,709
+4
| +0.1% | +$410 | 0.07% | 124 |
|
|
2024
Q2 | $676K | Buy |
7,705
+58
| +0.8% | +$5.09K | 0.07% | 123 |
|
|
2024
Q1 | $658K | Buy |
7,647
+188
| +3% | +$16.2K | 0.07% | 127 |
|
|
2023
Q4 | $606K | Sell |
7,459
-32
| -0.4% | -$2.6K | 0.07% | 119 |
|
|
2023
Q3 | $563K | Sell |
7,491
-257
| -3% | -$19.3K | 0.07% | 115 |
|
|
2023
Q2 | $652K | Sell |
7,748
-55
| -0.7% | -$4.63K | 0.08% | 106 |
|
|
2023
Q1 | $710K | Buy |
7,803
+338
| +5% | +$30.8K | 0.1% | 91 |
|
|
2022
Q4 | $709K | Sell |
7,465
-98
| -1% | -$9.31K | 0.11% | 76 |
|
|
2022
Q3 | $654K | Buy |
7,563
+10
| +0.1% | +$865 | 0.12% | 73 |
|
|
2022
Q2 | $725K | Sell |
7,553
-30
| -0.4% | -$2.88K | 0.13% | 75 |
|
|
2022
Q1 | $757K | Buy |
7,583
+127
| +2% | +$12.7K | 0.13% | 74 |
|
|
2021
Q4 | $663K | Sell |
7,456
-108
| -1% | -$9.6K | 0.13% | 75 |
|
|
2021
Q3 | $614K | Sell |
7,564
-119
| -2% | -$9.66K | 0.14% | 75 |
|
|
2021
Q2 | $650K | Sell |
7,683
-928
| -11% | -$78.5K | 0.16% | 71 |
|
|
2021
Q1 | $729K | Buy |
8,611
+593
| +7% | +$50.2K | 0.21% | 60 |
|
|
2020
Q4 | $668K | Buy |
8,018
+30
| +0.4% | +$2.5K | 0.23% | 57 |
|
|
2020
Q3 | $653K | Sell |
7,988
-724
| -8% | -$59.2K | 0.27% | 51 |
|
|
2020
Q2 | $694K | Buy |
8,712
+158
| +2% | +$12.6K | 0.31% | 48 |
|
|
2020
Q1 | $684K | Buy |
8,554
+36
| +0.4% | +$2.88K | 0.44% | 42 |
|
|
2019
Q4 | $805K | Sell |
8,518
-346
| -4% | -$32.7K | 0.51% | 40 |
|
|
2019
Q3 | $830K | Buy |
8,864
+855
| +11% | +$80.1K | 0.58% | 38 |
|
|
2019
Q2 | $705K | Buy |
8,009
+262
| +3% | +$23.1K | 0.52% | 38 |
|
|
2019
Q1 | $649K | Sell |
7,747
-769
| -9% | -$64.4K | 0.5% | 39 |
|
|
2018
Q4 | $636K | Sell |
8,516
-28
| -0.3% | -$2.09K | 0.55% | 38 |
|
|
2018
Q3 | $606K | Sell |
8,544
-149
| -2% | -$10.6K | 0.52% | 37 |
|
|
2018
Q2 | $602K | Sell |
8,693
-1,700
| -16% | -$118K | 0.59% | 36 |
|
|
2018
Q1 | $713K | Sell |
10,393
-45
| -0.4% | -$3.09K | 0.72% | 33 |
|
|
2017
Q4 | $768K | Buy |
+10,438
| New | +$768K | 0.78% | 31 |
|