Wealth Group’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 | – | Sell |
-3,297
| Closed | -$360K | – | 93 |
|
|
2025
Q1 | $360K | Sell |
3,297
-62
| -2% | -$6.77K | 0.23% | 90 |
|
|
2024
Q4 | $310K | Buy |
3,359
+194
| +6% | +$17.9K | 0.2% | 112 |
|
|
2024
Q3 | $325K | Sell |
3,165
-25
| -0.8% | -$2.57K | 0.22% | 107 |
|
|
2024
Q2 | $280K | Sell |
3,190
-104
| -3% | -$9.13K | 0.2% | 119 |
|
|
2024
Q1 | $284K | Buy |
+3,294
| New | +$284K | 0.21% | 116 |
|