Trueblood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Hold |
6,730
| – | – | 0.29% | 111 |
|
|
2025
Q1 | $735K | Sell |
6,730
-100
| -1% | -$10.9K | 0.34% | 103 |
|
|
2024
Q4 | $630K | Sell |
6,830
-294
| -4% | -$27.1K | 0.31% | 111 |
|
|
2024
Q3 | $731K | Hold |
7,124
| – | – | 0.37% | 88 |
|
|
2024
Q2 | $625K | Hold |
7,124
| – | – | 0.35% | 92 |
|
|
2024
Q1 | $613K | Sell |
7,124
-96
| -1% | -$8.27K | 0.35% | 92 |
|
|
2023
Q4 | $586K | Buy |
+7,220
| New | +$586K | 0.37% | 90 |
|