WealthPlan Investment Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $555K | Buy |
|
|||||
|
2025
Q2 | $511K | Buy |
|
|||||
|
2025
Q1 | $524K | Sell |
|
|||||
|
2024
Q4 | $447K | Buy |
|
|||||
|
2024
Q3 | $492K | Hold |
|
|||||
|
2024
Q2 | $421K | Hold |
|
|||||
|
2024
Q1 | $413K | Hold |
|
|||||
|
2023
Q4 | $390K | Sell |
|
|||||
|
2023
Q3 | $396K | Buy |
|
|||||
|
2023
Q2 | $38.6K | Sell |
|
|||||
|
2023
Q1 | $524K | Sell |
|
|||||
|
2022
Q4 | $821K | Buy |
|
|||||
|
2022
Q3 | $866K | Buy |
|
|||||
|
2022
Q1 | $853K | Buy |
|