SWM
Shakespeare Wealth Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Hold |
2,627
| – | – | 0.07% | 81 |
|
|
2025
Q1 | $287K | Hold |
2,627
| – | – | 0.08% | 81 |
|
|
2024
Q4 | $242K | Buy |
2,627
+6
| +0.2% | +$553 | 0.07% | 88 |
|
|
2024
Q3 | $269K | Buy |
2,621
+4
| +0.2% | +$410 | 0.07% | 83 |
|
|
2024
Q2 | $230K | Buy |
2,617
+4
| +0.2% | +$351 | 0.07% | 80 |
|
|
2024
Q1 | $225K | Hold |
2,613
| – | – | 0.07% | 81 |
|
|
2023
Q4 | $212K | Buy |
+2,613
| New | +$212K | 0.07% | 80 |
|
|
2023
Q3 | – | Sell |
-2,613
| Closed | -$220K | – | 80 |
|
|
2023
Q2 | $220K | Hold |
2,613
| – | – | 0.08% | 73 |
|
|
2023
Q1 | $238K | Hold |
2,613
| – | – | 0.08% | 67 |
|
|
2022
Q4 | $248K | Hold |
2,613
| – | – | 0.09% | 64 |
|
|
2022
Q3 | $226K | Hold |
2,613
| – | – | 0.1% | 63 |
|
|
2022
Q2 | $249K | Hold |
2,613
| – | – | 0.1% | 62 |
|
|
2022
Q1 | $263K | Hold |
2,613
| – | – | 0.09% | 64 |
|
|
2021
Q4 | $232K | Hold |
2,613
| – | – | 0.08% | 66 |
|
|
2021
Q3 | $213K | Hold |
2,613
| – | – | 0.08% | 71 |
|
|
2021
Q2 | $233K | Hold |
2,613
| – | – | 0.09% | 64 |
|
|
2021
Q1 | $221K | Hold |
2,613
| – | – | 0.09% | 67 |
|
|
2020
Q4 | $218K | Sell |
2,613
-335
| -11% | -$27.9K | 0.09% | 66 |
|
|
2020
Q3 | $241K | Hold |
2,948
| – | – | 0.13% | 61 |
|
|
2020
Q2 | $235K | Hold |
2,948
| – | – | 0.14% | 59 |
|
|
2020
Q1 | $236K | Hold |
2,948
| – | – | 0.16% | 50 |
|
|
2019
Q4 | $279K | Hold |
2,948
| – | – | 0.15% | 63 |
|
|
2019
Q3 | $276K | Sell |
2,948
-273
| -8% | -$25.6K | 0.16% | 62 |
|
|
2019
Q2 | $283K | Buy |
+3,221
| New | +$283K | 0.18% | 60 |
|