Wealth Enhancement Advisory Services’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 | $43.8M | Buy |
421,794
+66,278
| +19% | +$6.88M | 0.07% | 246 |
|
2025
Q1 | $38.8M | Buy |
355,516
+73,488
| +26% | +$8.03M | 0.07% | 250 |
|
2024
Q4 | $26M | Sell |
282,028
-22,259
| -7% | -$2.05M | 0.05% | 316 |
|
2024
Q3 | $31.2M | Buy |
304,287
+107,092
| +54% | +$11M | 0.07% | 277 |
|
2024
Q2 | $17.3M | Buy |
197,195
+45,167
| +30% | +$3.96M | 0.04% | 360 |
|
2024
Q1 | $13.1M | Buy |
152,028
+13,038
| +9% | +$1.12M | 0.03% | 403 |
|
2023
Q4 | $11.3M | Buy |
138,990
+28,321
| +26% | +$2.3M | 0.03% | 403 |
|
2023
Q3 | $8.32M | Buy |
110,669
+107,919
| +3,924% | +$8.12M | 0.03% | 449 |
|
2023
Q2 | $232K | Buy |
2,750
+419
| +18% | +$35.3K | ﹤0.01% | 476 |
|
2023
Q1 | $212K | Sell |
2,331
-29,617
| -93% | -$2.69M | ﹤0.01% | 496 |
|
2022
Q4 | $2.97M | Buy |
+31,948
| New | +$2.97M | 0.04% | 152 |
|
2017
Q2 | – | Sell |
-12,398
| Closed | -$829K | – | 139 |
|
2017
Q1 | $829K | Buy |
+12,398
| New | +$829K | 0.09% | 104 |
|
2016
Q4 | – | Sell |
-36,202
| Closed | -$2.25M | – | 140 |
|
2016
Q3 | $2.25M | Buy |
+36,202
| New | +$2.25M | 0.34% | 50 |
|
2015
Q2 | – | Sell |
-16,732
| Closed | -$941K | – | 117 |
|
2015
Q1 | $941K | Buy |
16,732
+2,152
| +15% | +$121K | 0.36% | 50 |
|
2014
Q4 | $885K | Buy |
+14,580
| New | +$885K | 0.35% | 51 |
|