WKWM
Walter & Keenan Wealth Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Buy |
8,456
+41
| +0.5% | +$4.25K | 0.25% | 81 |
|
|
2025
Q1 | $920K | Buy |
8,415
+184
| +2% | +$20.1K | 0.28% | 81 |
|
|
2024
Q4 | $759K | Buy |
8,231
+57
| +0.7% | +$5.26K | 0.23% | 90 |
|
|
2024
Q3 | $839K | Buy |
8,174
+433
| +6% | +$44.4K | 0.25% | 86 |
|
|
2024
Q2 | $679K | Buy |
7,741
+5,191
| +204% | +$455K | 0.22% | 88 |
|
|
2024
Q1 | $220K | Sell |
2,550
-200
| -7% | -$17.2K | 0.07% | 132 |
|
|
2023
Q4 | $223K | Sell |
2,750
-28
| -1% | -$2.27K | 0.08% | 134 |
|
|
2023
Q3 | $209K | Hold |
2,778
| – | – | 0.08% | 132 |
|
|
2023
Q2 | $234K | Hold |
2,778
| – | – | 0.09% | 131 |
|
|
2023
Q1 | $253K | Sell |
2,778
-361
| -12% | -$32.8K | 0.1% | 127 |
|
|
2022
Q4 | $298K | Buy |
+3,139
| New | +$298K | 0.12% | 117 |
|
|
2022
Q2 | – | Sell |
-2,159
| Closed | -$215K | – | 142 |
|
|
2022
Q1 | $215K | Buy |
+2,159
| New | +$215K | 0.07% | 143 |
|
|
2021
Q4 | – | Sell |
-2,907
| Closed | -$236K | – | 148 |
|
|
2021
Q3 | $236K | Buy |
2,907
+1
| +0% | +$81 | 0.08% | 140 |
|
|
2021
Q2 | $246K | Buy |
2,906
+1
| +0% | +$85 | 0.08% | 125 |
|
|
2021
Q1 | $246K | Sell |
2,905
-99
| -3% | -$8.38K | 0.09% | 131 |
|
|
2020
Q4 | $250K | Buy |
3,004
+101
| +3% | +$8.41K | 0.09% | 133 |
|
|
2020
Q3 | $237K | Buy |
2,903
+1
| +0% | +$82 | 0.09% | 127 |
|
|
2020
Q2 | $231K | Buy |
+2,902
| New | +$231K | 0.09% | 130 |
|
|
2020
Q1 | – | Sell |
-3,007
| Closed | -$284K | – | 111 |
|
|
2019
Q4 | $284K | Buy |
3,007
+7
| +0.2% | +$661 | 0.11% | 132 |
|
|
2019
Q3 | $281K | Hold |
3,000
| – | – | 0.11% | 131 |
|
|
2019
Q2 | $264K | Hold |
3,000
| – | – | 0.12% | 128 |
|
|
2019
Q1 | $251K | Hold |
3,000
| – | – | 0.11% | 136 |
|
|
2018
Q4 | $224K | Buy |
+3,000
| New | +$224K | 0.1% | 138 |
|