Virginia Wealth Management Group’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
Q1 | – | Sell |
-4,049
| Closed | -$373K | – | 49 |
|
|
2024
Q4 | $373K | Sell |
4,049
-14
| -0.3% | -$1.29K | 0.23% | 49 |
|
|
2024
Q3 | $417K | Buy |
4,063
+554
| +16% | +$56.8K | 0.26% | 49 |
|
|
2024
Q2 | $308K | Hold |
3,509
| – | – | 0.25% | 50 |
|
|
2024
Q1 | $302K | Hold |
3,509
| – | – | 0.25% | 51 |
|
|
2023
Q4 | $285K | Hold |
3,509
| – | – | 0.25% | 53 |
|
|
2023
Q3 | $264K | Hold |
3,509
| – | – | 0.18% | 64 |
|
|
2023
Q2 | $295K | Buy |
3,509
+9
| +0.3% | +$758 | 0.2% | 62 |
|
|
2023
Q1 | $318K | Hold |
3,500
| – | – | 0.22% | 63 |
|
|
2022
Q4 | $332K | Sell |
3,500
-497
| -12% | -$47.2K | 0.23% | 64 |
|
|
2022
Q3 | $346K | Buy |
3,997
+27
| +0.7% | +$2.34K | 0.26% | 63 |
|
|
2022
Q2 | $381K | Hold |
3,970
| – | – | 0.37% | 55 |
|
|
2022
Q1 | $411K | Hold |
3,970
| – | – | 0.37% | 54 |
|
|
2021
Q4 | $353K | Buy |
+3,970
| New | +$353K | 0.32% | 55 |
|