Wealthcare Advisory Partners’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 | $1.04M | Sell |
10,039
-26
| -0.3% | -$2.7K | 0.02% | 472 |
|
|
2025
Q1 | $1.1M | Sell |
10,065
-531
| -5% | -$58K | 0.03% | 423 |
|
|
2024
Q4 | $977K | Buy |
10,596
+248
| +2% | +$22.9K | 0.03% | 426 |
|
|
2024
Q3 | $1.06M | Sell |
10,348
-158
| -2% | -$16.2K | 0.03% | 407 |
|
|
2024
Q2 | $922K | Sell |
10,506
-112
| -1% | -$9.83K | 0.03% | 405 |
|
|
2024
Q1 | $914K | Buy |
10,618
+6,559
| +162% | +$565K | 0.03% | 392 |
|
|
2023
Q4 | $330K | Sell |
4,059
-888
| -18% | -$72.1K | 0.01% | 583 |
|
|
2023
Q3 | $372K | Buy |
4,947
+941
| +23% | +$70.8K | 0.02% | 506 |
|
|
2023
Q2 | $337K | Sell |
4,006
-2,672
| -40% | -$225K | 0.02% | 534 |
|
|
2023
Q1 | $608K | Buy |
6,678
+2,512
| +60% | +$229K | 0.03% | 403 |
|
|
2022
Q4 | $396K | Buy |
4,166
+271
| +7% | +$25.7K | 0.02% | 471 |
|
|
2022
Q3 | $337K | Sell |
3,895
-139
| -3% | -$12K | 0.02% | 456 |
|
|
2022
Q2 | $387K | Buy |
4,034
+860
| +27% | +$82.5K | 0.02% | 380 |
|
|
2022
Q1 | $317K | Buy |
3,174
+386
| +14% | +$38.6K | 0.02% | 401 |
|
|
2021
Q4 | $248K | Sell |
2,788
-1,379
| -33% | -$123K | 0.01% | 485 |
|
|
2021
Q3 | $338K | Buy |
4,167
+14
| +0.3% | +$1.14K | 0.02% | 387 |
|
|
2021
Q2 | $351K | Sell |
4,153
-276
| -6% | -$23.3K | 0.02% | 387 |
|
|
2021
Q1 | $375K | Sell |
4,429
-412
| -9% | -$34.9K | 0.03% | 342 |
|
|
2020
Q4 | $403K | Buy |
4,841
+315
| +7% | +$26.2K | 0.04% | 268 |
|
|
2020
Q3 | $370K | Sell |
4,526
-462
| -9% | -$37.8K | 0.04% | 247 |
|
|
2020
Q2 | $397K | Sell |
4,988
-905
| -15% | -$72K | 0.05% | 207 |
|
|
2020
Q1 | $471K | Sell |
5,893
-525
| -8% | -$42K | 0.07% | 157 |
|
|
2019
Q4 | $607K | Buy |
6,418
+4
| +0.1% | +$378 | 0.08% | 152 |
|
|
2019
Q3 | $601K | Sell |
6,414
-480
| -7% | -$45K | 0.09% | 133 |
|
|
2019
Q2 | $607K | Sell |
6,894
-42
| -0.6% | -$3.7K | 0.1% | 129 |
|
|
2019
Q1 | $581K | Sell |
6,936
-48
| -0.7% | -$4.02K | 0.1% | 123 |
|
|
2018
Q4 | $522K | Sell |
6,984
-27
| -0.4% | -$2.02K | 0.1% | 115 |
|
|
2018
Q3 | $497K | Sell |
7,011
-144
| -2% | -$10.2K | 0.09% | 117 |
|
|
2018
Q2 | $495K | Buy |
7,155
+617
| +9% | +$42.7K | 0.1% | 120 |
|
|
2018
Q1 | $448K | Sell |
6,538
-616
| -9% | -$42.2K | 0.1% | 114 |
|
|
2017
Q4 | $526K | Buy |
7,154
+374
| +6% | +$27.5K | 0.14% | 87 |
|
|
2017
Q3 | $476K | Buy |
+6,780
| New | +$476K | 0.14% | 84 |
|