WBH Advisory’s American Electric Power AEP Stock Holding History

WBH Advisory’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$376K	Sell	3,624 -647	-15%	-$67.1K	0.03%	261
2025 Q1	$467K	Sell	4,271 -116	-3%	-$12.7K	0.04%	223
2024 Q4	$405K	Sell	4,387 -618	-12%	-$57K	0.04%	233
2024 Q3	$513K	Sell	5,005 -403	-7%	-$41.3K	0.05%	212
2024 Q2	$474K	Sell	5,408 -177	-3%	-$15.5K	0.05%	219
2024 Q1	$481K	Sell	5,585 -260	-4%	-$22.4K	0.05%	218
2023 Q4	$475K	Sell	5,845 -161	-3%	-$13.1K	0.05%	216
2023 Q3	$452K	Sell	6,006 -393	-6%	-$29.6K	0.06%	211
2023 Q2	$539K	Sell	6,399 -300	-4%	-$25.3K	0.06%	197
2023 Q1	$610K	Buy	+6,699	New	+$610K	0.08%	191
2022 Q3	$621K	Sell	7,189 -19	-0.3%	-$1.64K	0.09%	177
2022 Q2	$685K	Buy	7,208 +2	+0%	+$190	0.09%	174
2022 Q1	$738K	Sell	7,206 -59	-0.8%	-$6.04K	0.09%	176
2021 Q4	$646K	Buy	7,265 +262	+4%	+$23.3K	0.07%	196
2021 Q3	$569K	Buy	7,003 +2	+0%	+$163	0.08%	190
2021 Q2	$614K	Sell	7,001 -48	-0.7%	-$4.21K	0.09%	161
2021 Q1	$597K	Buy	7,049 +2	+0%	+$169	0.1%	162
2020 Q4	$569K	Sell	7,047 -233	-3%	-$18.8K	0.1%	159
2020 Q3	$595K	Sell	7,280 -383	-5%	-$31.3K	0.12%	143
2020 Q2	$610K	Sell	7,663 -44	-0.6%	-$3.5K	0.15%	131
2020 Q1	$616	Sell	7,707 -23	-0.3%	-$2	0.14%	119
2019 Q4	$730K	Sell	7,730 -54	-0.7%	-$5.1K	0.15%	128
2019 Q3	$8.73M	Buy	7,784 +2	+0%	+$2.24K	1.96%	10
2019 Q2	$684K	Sell	7,782 -98	-1%	-$8.61K	0.16%	126
2019 Q1	$660K	Sell	7,880 -5	-0.1%	-$419	0.16%	129
2018 Q4	$589	Sell	7,885 -199	-2%	-$15	0.14%	127
2018 Q3	$572K	Sell	8,084 -303	-4%	-$21.4K	0.14%	138
2018 Q2	$580K	Buy	8,387 +41	+0.5%	+$2.84K	0.15%	133
2018 Q1	$572K	Sell	8,346 -98	-1%	-$6.72K	0.16%	129
2017 Q4	$621K	Sell	8,444 -198	-2%	-$14.6K	0.17%	122
2017 Q3	$607K	Buy	8,642 +26	+0.3%	+$1.83K	0.17%	120
2017 Q2	$895K	Sell	8,616 -74	-0.9%	-$7.69K	0.25%	88
2017 Q1	$583K	Sell	8,690 -98	-1%	-$6.58K	0.17%	123
2016 Q4	$553K	Sell	8,788 -297	-3%	-$18.7K	0.18%	119
2016 Q3	$583K	Sell	9,085 -125	-1%	-$8.02K	0.2%	112
2016 Q2	$645K	Sell	9,210 -24	-0.3%	-$1.68K	0.25%	92
2016 Q1	$613K	Sell	9,234 -24	-0.3%	-$1.59K	0.21%	96
2015 Q4	$539	Sell	9,258 -1,198	-11%	-$70	0.19%	106
2015 Q3	$594K	Buy	10,456 +2	+0%	+$114	0.25%	92
2015 Q2	$553K	Sell	10,454 -739	-7%	-$39.1K	0.22%	112
2015 Q1	$629	Buy	11,193 +126	+1%	+$7	0.18%	101
2014 Q4	$672K	Sell	11,067 -473	-4%	-$28.7K	0.25%	93
2014 Q3	$602K	Sell	11,540 -268	-2%	-$14K	0.21%	102
2014 Q2	$658K	Buy	11,808 +3	+0%	+$167	0.25%	102
2014 Q1	$598K	Sell	11,805 -18,806	-61%	-$953K	0.24%	104
2013 Q4	$1.43M	Buy	30,611 +427	+1%	+$19.9K	0.58%	43
2013 Q3	$1.31M	Buy	30,184 +834	+3%	+$36.1K	0.59%	40
2013 Q2	$1.31M	Buy	+29,350	New	+$1.31M	0.61%	40