True Wealth Design’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 | $6.82K | Buy |
66
+10
| +18% | +$1.03K | ﹤0.01% | 699 |
|
|
2025
Q1 | $6.09K | Buy |
56
+29
| +107% | +$3.16K | ﹤0.01% | 619 |
|
|
2024
Q4 | $2.47K | Buy |
27
+13
| +93% | +$1.19K | ﹤0.01% | 683 |
|
|
2024
Q3 | $1.44K | Sell |
14
-33
| -70% | -$3.39K | ﹤0.01% | 879 |
|
|
2024
Q2 | $4.12K | Buy |
47
+37
| +370% | +$3.25K | ﹤0.01% | 293 |
|
|
2024
Q1 | $861 | Buy |
10
+4
| +67% | +$344 | ﹤0.01% | 499 |
|
|
2023
Q4 | $488 | Hold |
6
| – | – | ﹤0.01% | 479 |
|
|
2023
Q3 | $452 | Hold |
6
| – | – | ﹤0.01% | 442 |
|
|
2023
Q2 | $506 | Hold |
6
| – | – | ﹤0.01% | 435 |
|
|
2023
Q1 | $546 | Sell |
6
-286
| -98% | -$26K | ﹤0.01% | 503 |
|
|
2022
Q4 | $27.7K | Buy |
+292
| New | +$27.7K | 0.01% | 175 |
|