W Advisors LLC’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 | $340K | Sell |
3,277
-175
| -5% | -$18.2K | 0.2% | 95 |
|
|
2025
Q1 | $377K | Buy |
3,452
+77
| +2% | +$8.41K | 0.24% | 84 |
|
|
2024
Q4 | $311K | Sell |
3,375
-8
| -0.2% | -$738 | 0.19% | 93 |
|
|
2024
Q3 | $347K | Buy |
3,383
+51
| +2% | +$5.23K | 0.21% | 87 |
|
|
2024
Q2 | $292K | Buy |
3,332
+19
| +0.6% | +$1.67K | 0.19% | 93 |
|
|
2024
Q1 | $285K | Buy |
+3,313
| New | +$285K | 0.2% | 91 |
|
|
2023
Q2 | – | Sell |
-2,310
| Closed | -$210K | – | 104 |
|
|
2023
Q1 | $210K | Hold |
2,310
| – | – | 0.17% | 97 |
|
|
2022
Q4 | $219K | Hold |
2,310
| – | – | 0.18% | 98 |
|
|
2022
Q3 | $200K | Hold |
2,310
| – | – | 0.19% | 95 |
|
|
2022
Q2 | $222K | Hold |
2,310
| – | – | 0.19% | 95 |
|
|
2022
Q1 | $230K | Hold |
2,310
| – | – | 0.17% | 96 |
|
|
2021
Q4 | $206K | Buy |
+2,310
| New | +$206K | 0.15% | 98 |
|