Premier Path Wealth Partners’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 | $892K | Buy |
8,596
+1,365
| +19% | +$142K | 0.12% | 183 |
|
|
2025
Q1 | $790K | Buy |
7,231
+581
| +9% | +$63.5K | 0.12% | 181 |
|
|
2024
Q4 | $613K | Buy |
6,650
+602
| +10% | +$55.5K | 0.09% | 206 |
|
|
2024
Q3 | $621K | Buy |
6,048
+19
| +0.3% | +$1.95K | 0.1% | 203 |
|
|
2024
Q2 | $529K | Buy |
6,029
+223
| +4% | +$19.6K | 0.09% | 217 |
|
|
2024
Q1 | $500K | Sell |
5,806
-508
| -8% | -$43.7K | 0.09% | 208 |
|
|
2023
Q4 | $472K | Buy |
+6,314
| New | +$472K | 0.1% | 198 |
|