Pinnacle Wealth Planning Services’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 | $423K | Buy |
4,078
+1,673
| +70% | +$174K | 0.06% | 227 |
|
|
2025
Q1 | $263K | Buy |
+2,405
| New | +$263K | 0.04% | 292 |
|
|
2024
Q4 | – | Sell |
-2,971
| Closed | -$305K | – | 395 |
|
|
2024
Q3 | $305K | Buy |
2,971
+82
| +3% | +$8.41K | 0.04% | 301 |
|
|
2024
Q2 | $253K | Hold |
2,889
| – | – | 0.04% | 337 |
|
|
2024
Q1 | $249K | Buy |
+2,889
| New | +$249K | 0.04% | 356 |
|
|
2023
Q2 | – | Sell |
-2,278
| Closed | -$207K | – | 459 |
|
|
2023
Q1 | $207K | Buy |
2,278
+162
| +8% | +$14.7K | 0.03% | 392 |
|
|
2022
Q4 | $201K | Sell |
2,116
-486
| -19% | -$46.1K | 0.04% | 377 |
|
|
2022
Q3 | $225K | Sell |
2,602
-11
| -0.4% | -$951 | 0.04% | 297 |
|
|
2022
Q2 | $251K | Buy |
+2,613
| New | +$251K | 0.05% | 283 |
|
|
2021
Q1 | – | Sell |
-1,280
| Closed | -$107K | – | 368 |
|
|
2020
Q4 | $107K | Sell |
1,280
-2,081
| -62% | -$174K | 0.03% | 439 |
|
|
2020
Q3 | $275K | Buy |
3,361
+336
| +11% | +$27.5K | 0.09% | 178 |
|
|
2020
Q2 | $240K | Sell |
3,025
-737
| -20% | -$58.5K | 0.08% | 188 |
|
|
2020
Q1 | $300K | Buy |
3,762
+611
| +19% | +$48.7K | 0.14% | 135 |
|
|
2019
Q4 | $297K | Buy |
3,151
+449
| +17% | +$42.3K | 0.14% | 153 |
|
|
2019
Q3 | $253K | Buy |
+2,702
| New | +$253K | 0.14% | 142 |
|