WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,844
| Closed | -$245K | – | 298 |
|
|
2024
Q1 | $245K | Sell |
2,844
-364
| -11% | -$29.6K | 0.03% | 278 |
|
|
2023
Q4 | $261K | Buy |
3,208
+2
| +0.1% | +$155 | 0.03% | 281 |
|
|
2023
Q3 | $241K | Buy |
3,206
+1
| +0% | +$81 | 0.03% | 281 |
|
|
2023
Q2 | $270K | Buy |
3,205
+1
| +0% | +$88 | 0.04% | 254 |
|
|
2023
Q1 | $292K | Sell |
3,204
-5,813
| -64% | -$532K | 0.03% | 254 |
|
|
2022
Q4 | $816K | Buy |
+9,017
| New | +$821K | 0.06% | 189 |
|
|
2022
Q1 | $853K | Sell |
8,609
-448
| -5% | -$40.9K | 0.06% | 186 |
|
|
2021
Q4 | $819K | Buy |
9,057
+5
| +0.1% | +$422 | 0.05% | 193 |
|
|
2021
Q3 | $759K | Buy |
9,052
+314
| +4% | +$27.4K | 0.05% | 201 |
|
|
2021
Q2 | $779K | Sell |
8,738
-13
| -0.1% | -$1.12K | 0.05% | 181 |
|
|
2021
Q1 | $774K | Sell |
8,751
-73
| -0.8% | -$5.88K | 0.06% | 170 |
|
|
2020
Q4 | $726K | Buy |
8,824
+60
| +0.7% | +$5.21K | 0.06% | 166 |
|
|
2020
Q3 | $786K | Sell |
8,764
-261
| -3% | -$21.5K | 0.08% | 144 |
|
|
2020
Q2 | $755K | Sell |
9,025
-184
| -2% | -$15K | 0.08% | 139 |
|
|
2020
Q1 | $720K | Sell |
9,209
-2
| -0% | -$189 | 0.09% | 123 |
|
|
2019
Q4 | $938K | Buy |
9,211
+122
| +1% | +$11.3K | 0.11% | 115 |
|
|
2019
Q3 | $816K | Buy |
9,089
+69
| +0.8% | +$6.27K | 0.11% | 123 |
|
|
2019
Q2 | $814K | Sell |
9,020
-3,064
| -25% | -$264K | 0.12% | 119 |
|
|
2019
Q1 | $1.03M | Sell |
12,084
-27
| -0.2% | -$2.15K | 0.16% | 99 |
|
|
2018
Q4 | $960K | Sell |
12,111
-39
| -0.3% | -$2.93K | 0.15% | 105 |
|
|
2018
Q3 | $945K | Buy |
12,150
+226
| +2% | +$16.1K | 0.17% | 98 |
|
|
2018
Q2 | $825K | Buy |
11,924
+190
| +2% | +$12.8K | 0.17% | 109 |
|
|
2018
Q1 | $805K | Buy |
11,734
+2,783
| +31% | +$187K | 0.18% | 105 |
|
|
2017
Q4 | $659K | Buy |
8,951
+672
| +8% | +$50.2K | 0.18% | 109 |
|
|
2017
Q3 | $582K | Sell |
8,279
-70
| -0.8% | -$4.99K | 0.16% | 106 |
|
|
2017
Q2 | $580K | Buy |
+8,349
| New | +$580K | 0.17% | 97 |
|
|
2016
Q3 | $479K | Sell |
7,696
-8,068
| -51% | -$543K | 0.16% | 87 |
|
|
2016
Q2 | $541K | Buy |
+15,764
| New | +$1.03M | 0.07% | 188 |
|
|
2015
Q4 | $438K | Buy |
+23,418
| New | +$1.33M | 0.07% | 171 |
|
|
2015
Q2 | $508K | Buy |
9,600
+4,600
| +92% | +$255K | 0.22% | 60 |
|
|
2015
Q1 | $281K | Buy |
+5,000
| New | +$297K | 0.13% | 94 |
|
Other funds holding AEP
