Vise Technologies’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 | $2.26M | Buy |
+21,758
| New | +$2.26M | 0.09% | 232 |
|
2024
Q4 | $493K | Buy |
5,340
+1,617
| +43% | +$149K | 0.04% | 441 |
|
2024
Q3 | $382K | Buy |
+3,723
| New | +$382K | 0.05% | 375 |
|
2023
Q2 | – | Sell |
-3,300
| Closed | -$300K | – | 341 |
|
2023
Q1 | $300K | Sell |
3,300
-347
| -10% | -$31.6K | 0.08% | 248 |
|
2022
Q4 | $346K | Sell |
3,647
-1,383
| -27% | -$131K | 0.11% | 206 |
|
2022
Q3 | $435K | Buy |
5,030
+1,596
| +46% | +$138K | 0.16% | 146 |
|
2022
Q2 | $329K | Buy |
3,434
+1,283
| +60% | +$123K | 0.13% | 184 |
|
2022
Q1 | $215K | Buy |
+2,151
| New | +$215K | 0.08% | 221 |
|