Perigon Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
13,591
+260
| +2% | +$27K | 0.03% | 403 |
|
|
2025
Q1 | $1.46M | Buy |
13,331
+90
| +0.7% | +$9.83K | 0.04% | 369 |
|
|
2024
Q4 | $1.28M | Buy |
13,241
+138
| +1% | +$13.4K | 0.03% | 386 |
|
|
2024
Q3 | $1.34M | Buy |
13,103
+134
| +1% | +$13.7K | 0.04% | 362 |
|
|
2024
Q2 | $1.14M | Sell |
12,969
-294
| -2% | -$25.8K | 0.03% | 342 |
|
|
2024
Q1 | $1.14M | Buy |
13,263
+3,167
| +31% | +$273K | 0.03% | 346 |
|
|
2023
Q4 | $820K | Buy |
10,096
+635
| +7% | +$51.6K | 0.03% | 386 |
|
|
2023
Q3 | $712K | Buy |
9,461
+2,101
| +29% | +$158K | 0.03% | 372 |
|
|
2023
Q2 | $620K | Sell |
7,360
-3
| -0% | -$253 | 0.02% | 406 |
|
|
2023
Q1 | $670K | Sell |
7,363
-22
| -0.3% | -$2K | 0.04% | 340 |
|
|
2022
Q4 | $701K | Buy |
7,385
+194
| +3% | +$18.4K | 0.04% | 336 |
|
|
2022
Q3 | $622K | Buy |
7,191
+831
| +13% | +$71.9K | 0.05% | 286 |
|
|
2022
Q2 | $610K | Buy |
6,360
+321
| +5% | +$30.8K | 0.05% | 288 |
|
|
2022
Q1 | $603K | Buy |
6,039
+370
| +7% | +$36.9K | 0.04% | 317 |
|
|
2021
Q4 | $504K | Buy |
5,669
+7
| +0.1% | +$622 | 0.04% | 340 |
|
|
2021
Q3 | $460K | Sell |
5,662
-88
| -2% | -$7.15K | 0.04% | 317 |
|
|
2021
Q2 | $486K | Buy |
5,750
+282
| +5% | +$23.8K | 0.04% | 313 |
|
|
2021
Q1 | $463K | Buy |
5,468
+2,858
| +110% | +$242K | 0.05% | 306 |
|
|
2020
Q4 | $217K | Buy |
2,610
+113
| +5% | +$9.4K | 0.03% | 376 |
|
|
2020
Q3 | $204K | Sell |
2,497
-305
| -11% | -$24.9K | 0.03% | 360 |
|
|
2020
Q2 | $223K | Sell |
2,802
-122
| -4% | -$9.71K | 0.04% | 316 |
|
|
2020
Q1 | $252K | Buy |
2,924
+380
| +15% | +$32.8K | 0.05% | 266 |
|
|
2019
Q4 | $238K | Hold |
2,544
| – | – | 0.05% | 230 |
|
|
2019
Q3 | $233K | Hold |
2,544
| – | – | 0.05% | 207 |
|
|
2019
Q2 | $224K | Sell |
2,544
-84
| -3% | -$7.4K | 0.05% | 219 |
|
|
2019
Q1 | $223K | Hold |
2,628
| – | – | 0.05% | 201 |
|
|
2018
Q4 | $202K | Buy |
+2,628
| New | +$202K | 0.05% | 217 |
|
|
2018
Q2 | – | Sell |
-297
| Closed | -$20K | – | 238 |
|
|
2018
Q1 | $20K | Hold |
297
| – | – | 0.01% | 435 |
|
|
2017
Q4 | $22K | Hold |
297
| – | – | 0.01% | 395 |
|
|
2017
Q3 | $21K | Buy |
297
+148
| +99% | +$10.5K | 0.01% | 442 |
|
|
2017
Q2 | $10K | Sell |
149
-237
| -61% | -$15.9K | ﹤0.01% | 496 |
|
|
2017
Q1 | $26K | Buy |
386
+75
| +24% | +$5.05K | 0.01% | 444 |
|
|
2016
Q4 | $21K | Buy |
311
+162
| +109% | +$10.9K | ﹤0.01% | 459 |
|
|
2016
Q3 | $10K | Buy |
+149
| New | +$10K | ﹤0.01% | 474 |
|