Venturi 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 | $210K | Sell |
2,026
-278
| -12% | -$28.8K | 0.01% | 511 |
|
|
2025
Q1 | $252K | Buy |
2,304
+646
| +39% | +$70.6K | 0.01% | 485 |
|
|
2024
Q4 | $153K | Buy |
1,658
+43
| +3% | +$3.97K | 0.01% | 619 |
|
|
2024
Q3 | $166K | Buy |
1,615
+391
| +32% | +$40.1K | 0.01% | 461 |
|
|
2024
Q2 | $107K | Buy |
1,224
+160
| +15% | +$14K | 0.01% | 494 |
|
|
2024
Q1 | $91.6K | Buy |
1,064
+429
| +68% | +$36.9K | 0.01% | 425 |
|
|
2023
Q4 | $51.5K | Buy |
635
+47
| +8% | +$3.81K | ﹤0.01% | 485 |
|
|
2023
Q3 | $44.2K | Buy |
588
+80
| +16% | +$6.01K | ﹤0.01% | 487 |
|
|
2023
Q2 | $42.7K | Buy |
508
+32
| +7% | +$2.69K | ﹤0.01% | 446 |
|
|
2023
Q1 | $43.3K | Buy |
+476
| New | +$43.3K | ﹤0.01% | 489 |
|