Wealthspire Advisors (New York)’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 | $1.79M | Sell |
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|
2025
Q2 | $1.69M | Buy |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $940K | Sell |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $879K | Buy |
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|
2021
Q3 | $732K | Sell |
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|
2021
Q2 | $775K | Sell |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $788K | Buy |
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|
2020
Q3 | $252K | Buy |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $716K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $22K | Buy |
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