WealthBridge Capital Management’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 | $286K | Buy |
2,758
+501
| +22% | +$52K | 0.07% | 175 |
|
2025
Q1 | $247K | Buy |
+2,257
| New | +$247K | 0.07% | 180 |
|
2024
Q4 | – | Sell |
-2,399
| Closed | -$246K | – | 201 |
|
2024
Q3 | $246K | Buy |
+2,399
| New | +$246K | 0.07% | 178 |
|
2023
Q2 | – | Sell |
-2,798
| Closed | -$255K | – | 183 |
|
2023
Q1 | $255K | Buy |
2,798
+13
| +0.5% | +$1.18K | 0.1% | 162 |
|
2022
Q4 | $264K | Sell |
2,785
-15
| -0.5% | -$1.42K | 0.11% | 158 |
|
2022
Q3 | $269K | Hold |
2,800
| – | – | 0.11% | 159 |
|
2022
Q2 | $269K | Sell |
2,800
-19
| -0.7% | -$1.83K | 0.11% | 159 |
|
2022
Q1 | $281K | Buy |
2,819
+508
| +22% | +$50.6K | 0.11% | 143 |
|
2021
Q4 | $206K | Sell |
2,311
-892
| -28% | -$79.5K | 0.08% | 160 |
|
2021
Q3 | $260K | Buy |
3,203
+2
| +0.1% | +$162 | 0.1% | 139 |
|
2021
Q2 | $271K | Buy |
3,201
+12
| +0.4% | +$1.02K | 0.1% | 135 |
|
2021
Q1 | $270K | Buy |
3,189
+26
| +0.8% | +$2.2K | 0.11% | 127 |
|
2020
Q4 | $263K | Sell |
3,163
-172
| -5% | -$14.3K | 0.12% | 120 |
|
2020
Q3 | $273K | Sell |
3,335
-78
| -2% | -$6.39K | 0.14% | 104 |
|
2020
Q2 | $272K | Buy |
3,413
+420
| +14% | +$33.5K | 0.15% | 100 |
|
2020
Q1 | $239K | Buy |
+2,993
| New | +$239K | 0.17% | 94 |
|
2019
Q2 | – | Sell |
-1,620
| Closed | -$134K | – | 123 |
|
2019
Q1 | $134K | Sell |
1,620
-4
| -0.2% | -$331 | 0.09% | 148 |
|
2018
Q4 | $121K | Buy |
+1,624
| New | +$121K | 0.09% | 147 |
|