Valley Wealth Managers’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 | $4.27M | Buy |
41,169
+320
| +0.8% | +$33.2K | 0.31% | 71 |
|
|
2025
Q1 | $4.46M | Sell |
40,849
-151
| -0.4% | -$16.5K | 0.34% | 62 |
|
|
2024
Q4 | $3.78M | Sell |
41,000
-4,845
| -11% | -$447K | 0.28% | 74 |
|
|
2024
Q3 | $4.7M | Sell |
45,845
-1,204
| -3% | -$124K | 0.35% | 61 |
|
|
2024
Q2 | $4.13M | Sell |
47,049
-3,321
| -7% | -$291K | 0.33% | 67 |
|
|
2024
Q1 | $4.34M | Sell |
50,370
-3,388
| -6% | -$292K | 0.33% | 69 |
|
|
2023
Q4 | $4.37M | Sell |
53,758
-39,234
| -42% | -$3.19M | 0.34% | 72 |
|
|
2023
Q3 | $6.99M | Buy |
92,992
+43,861
| +89% | +$3.3M | 0.58% | 52 |
|
|
2023
Q2 | $4.14M | Sell |
49,131
-1,477
| -3% | -$124K | 0.37% | 75 |
|
|
2023
Q1 | $4.6M | Buy |
+50,608
| New | +$4.6M | 0.42% | 62 |
|
|
2022
Q3 | – | Sell |
-350
| Closed | -$34K | – | 427 |
|
|
2022
Q2 | $34K | Buy |
+350
| New | +$34K | ﹤0.01% | 269 |
|
|
2021
Q1 | – | Sell |
-31,258
| Closed | -$2.6M | – | 165 |
|
|
2020
Q4 | $2.6M | Buy |
31,258
+2,125
| +7% | +$177K | 0.25% | 82 |
|
|
2020
Q3 | $2.38M | Sell |
29,133
-750
| -3% | -$61.3K | 0.26% | 75 |
|
|
2020
Q2 | $2.38M | Buy |
29,883
+1,370
| +5% | +$109K | 0.27% | 79 |
|
|
2020
Q1 | $2.28M | Buy |
28,513
+1,363
| +5% | +$109K | 0.3% | 70 |
|
|
2019
Q4 | $2.57M | Buy |
27,150
+4,170
| +18% | +$394K | 0.26% | 77 |
|
|
2019
Q3 | $2.15M | Sell |
22,980
-1,160
| -5% | -$109K | 0.23% | 80 |
|
|
2019
Q2 | $2.13M | Sell |
24,140
-55
| -0.2% | -$4.84K | 0.23% | 78 |
|
|
2019
Q1 | $2.03M | Buy |
24,195
+885
| +4% | +$74.1K | 0.22% | 74 |
|
|
2018
Q4 | $1.74M | Buy |
23,310
+55
| +0.2% | +$4.11K | 0.23% | 64 |
|
|
2018
Q3 | $1.65M | Buy |
23,255
+25
| +0.1% | +$1.77K | 0.19% | 68 |
|
|
2018
Q2 | $1.61M | Sell |
23,230
-1,590
| -6% | -$110K | 0.2% | 73 |
|
|
2018
Q1 | $1.7M | Buy |
24,820
+1,592
| +7% | +$109K | 0.21% | 70 |
|
|
2017
Q4 | $1.71M | Sell |
23,228
-55
| -0.2% | -$4.05K | 0.21% | 72 |
|
|
2017
Q3 | $1.64M | Buy |
23,283
+385
| +2% | +$27K | 0.21% | 72 |
|
|
2017
Q2 | $1.59M | Sell |
22,898
-1,270
| -5% | -$88.2K | 0.21% | 69 |
|
|
2017
Q1 | $1.62M | Buy |
24,168
+850
| +4% | +$57K | 0.22% | 74 |
|
|
2016
Q4 | $1.47M | Buy |
23,318
+1,578
| +7% | +$99.3K | 0.21% | 75 |
|
|
2016
Q3 | $1.4M | Buy |
21,740
+2,055
| +10% | +$132K | 0.21% | 77 |
|
|
2016
Q2 | $1.38M | Buy |
19,685
+1,820
| +10% | +$128K | 0.21% | 68 |
|
|
2016
Q1 | $1.19M | Sell |
17,865
-1,555
| -8% | -$103K | 0.2% | 61 |
|
|
2015
Q4 | $1.13M | Sell |
19,420
-410
| -2% | -$23.9K | 0.2% | 64 |
|
|
2015
Q3 | $1.13M | Sell |
19,830
-750
| -4% | -$42.7K | 0.21% | 60 |
|
|
2015
Q2 | $1.09M | Sell |
20,580
-300
| -1% | -$15.9K | 0.19% | 70 |
|
|
2015
Q1 | $1.18M | Buy |
20,880
+1,100
| +6% | +$61.9K | 0.2% | 71 |
|
|
2014
Q4 | $1.2M | Buy |
19,780
+915
| +5% | +$55.6K | 0.21% | 63 |
|
|
2014
Q3 | $985K | Buy |
18,865
+1,705
| +10% | +$89K | 0.19% | 73 |
|
|
2014
Q2 | $957K | Buy |
17,160
+1,090
| +7% | +$60.8K | 0.18% | 71 |
|
|
2014
Q1 | $814K | Buy |
16,070
+425
| +3% | +$21.5K | 0.16% | 73 |
|
|
2013
Q4 | $731K | Buy |
15,645
+1,475
| +10% | +$68.9K | 0.15% | 71 |
|
|
2013
Q3 | $614K | Buy |
14,170
+1,575
| +13% | +$68.2K | 0.13% | 77 |
|
|
2013
Q2 | $564K | Buy |
+12,595
| New | +$564K | 0.13% | 77 |
|