W.H. Cornerstone Investments’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 | $1.14M | Buy |
10,943
+1,467
| +15% | +$152K | 0.72% | 40 |
|
|
2025
Q1 | $1.04M | Buy |
9,476
+3,078
| +48% | +$336K | 0.72% | 36 |
|
|
2024
Q4 | $590K | Buy |
6,398
+3,026
| +90% | +$279K | 0.39% | 65 |
|
|
2024
Q3 | $346K | Buy |
+3,372
| New | +$346K | 0.23% | 88 |
|
|
2023
Q4 | – | Sell |
-3,103
| Closed | -$233K | – | 128 |
|
|
2023
Q3 | $233K | Buy |
+3,103
| New | +$233K | 0.2% | 107 |
|