Taylor Hoffman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $327K | Hold |
3,746
| – | – | 0.13% | 94 |
|
|
2024
Q1 | $323K | Hold |
3,746
| – | – | 0.14% | 90 |
|
|
2023
Q4 | $304K | Hold |
3,746
| – | – | 0.14% | 89 |
|
|
2023
Q3 | $282K | Hold |
3,746
| – | – | 0.15% | 89 |
|
|
2023
Q2 | $315K | Buy |
3,746
+496
| +15% | +$41.8K | 0.16% | 87 |
|
|
2023
Q1 | $296K | Buy |
3,250
+450
| +16% | +$40.9K | 0.16% | 90 |
|
|
2022
Q4 | $266K | Sell |
2,800
-1,753
| -39% | -$166K | 0.16% | 87 |
|
|
2022
Q3 | $394K | Hold |
4,553
| – | – | 0.21% | 87 |
|
|
2022
Q2 | $446K | Hold |
4,553
| – | – | 0.22% | 87 |
|
|
2022
Q1 | $454K | Hold |
4,553
| – | – | 0.18% | 93 |
|
|
2021
Q4 | $405K | Sell |
4,553
-231
| -5% | -$20.5K | 0.15% | 101 |
|
|
2021
Q3 | $389K | Buy |
4,784
+231
| +5% | +$18.8K | 0.17% | 99 |
|
|
2021
Q2 | $385K | Hold |
4,553
| – | – | 0.17% | 98 |
|
|
2021
Q1 | $386K | Hold |
4,553
| – | – | 0.18% | 101 |
|
|
2020
Q4 | $379K | Hold |
4,553
| – | – | 0.19% | 101 |
|
|
2020
Q3 | $372K | Sell |
4,553
-1,560
| -26% | -$127K | 0.22% | 93 |
|
|
2020
Q2 | $487K | Sell |
6,113
-240
| -4% | -$19.1K | 0.31% | 83 |
|
|
2020
Q1 | $508K | Hold |
6,353
| – | – | 0.49% | 71 |
|
|
2019
Q4 | $600K | Hold |
6,353
| – | – | 0.39% | 72 |
|
|
2019
Q3 | $595K | Hold |
6,353
| – | – | 0.42% | 67 |
|
|
2019
Q2 | $559K | Hold |
6,353
| – | – | 0.45% | 63 |
|
|
2019
Q1 | $532K | Hold |
6,353
| – | – | 0.39% | 71 |
|
|
2018
Q4 | $475K | Hold |
6,353
| – | – | 0.43% | 60 |
|
|
2018
Q3 | $450K | Sell |
6,353
-77
| -1% | -$5.45K | 0.36% | 69 |
|
|
2018
Q2 | $445K | Hold |
6,430
| – | – | 0.39% | 68 |
|
|
2018
Q1 | $441K | Hold |
6,430
| – | – | 0.4% | 66 |
|
|
2017
Q4 | $473K | Buy |
+6,430
| New | +$473K | 0.45% | 62 |
|