Venturi Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $226K | Sell |
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|
2025
Q2 | $210K | Sell |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $153K | Buy |
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|
2024
Q3 | $166K | Buy |
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|
2024
Q2 | $107K | Buy |
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|
2024
Q1 | $91.6K | Buy |
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|
2023
Q4 | $51.5K | Buy |
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|
2023
Q3 | $44.2K | Buy |
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|
2023
Q2 | $42.7K | Buy |
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|
2023
Q1 | $43.3K | Buy |
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