WealthPlan Investment 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 | $511K | Buy |
4,924
+124
| +3% | +$12.9K | 0.04% | 236 |
|
|
2025
Q1 | $524K | Sell |
4,800
-47
| -1% | -$5.14K | 0.05% | 166 |
|
|
2024
Q4 | $447K | Buy |
4,847
+47
| +1% | +$4.34K | 0.04% | 181 |
|
|
2024
Q3 | $492K | Hold |
4,800
| – | – | 0.05% | 159 |
|
|
2024
Q2 | $421K | Hold |
4,800
| – | – | 0.06% | 129 |
|
|
2024
Q1 | $413K | Hold |
4,800
| – | – | 0.06% | 129 |
|
|
2023
Q4 | $390K | Sell |
4,800
-459
| -9% | -$37.3K | 0.06% | 136 |
|
|
2023
Q3 | $396K | Buy |
5,259
+4,800
| +1,046% | +$361K | 0.07% | 128 |
|
|
2023
Q2 | $38.6K | Sell |
459
-5,300
| -92% | -$446K | 0.01% | 212 |
|
|
2023
Q1 | $524K | Sell |
5,759
-3,258
| -36% | -$296K | 0.09% | 113 |
|
|
2022
Q4 | $821K | Buy |
9,017
+56
| +0.6% | +$5.1K | 0.06% | 189 |
|
|
2022
Q3 | $866K | Buy |
+8,961
| New | +$866K | 0.06% | 177 |
|
|
2022
Q1 | $853K | Buy |
+8,609
| New | +$853K | 0.06% | 186 |
|