Pinnacle Wealth Planning Services’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $470K | Buy |
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|
2025
Q2 | $423K | Buy |
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|
2025
Q1 | $263K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $305K | Buy |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $251K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $107K | Sell |
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|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $240K | Sell |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | $297K | Buy |
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|
2019
Q3 | $253K | Buy |
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