Wedmont Private Capital’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 | $773K | Buy |
7,384
+719
| +11% | +$75.3K | 0.03% | 328 |
|
|
2025
Q1 | $697K | Buy |
6,665
+500
| +8% | +$52.3K | 0.04% | 299 |
|
|
2024
Q4 | $576K | Buy |
6,165
+1,111
| +22% | +$104K | 0.03% | 334 |
|
|
2024
Q3 | $496K | Buy |
5,054
+265
| +6% | +$26K | 0.03% | 356 |
|
|
2024
Q2 | $436K | Buy |
4,789
+297
| +7% | +$27K | 0.03% | 380 |
|
|
2024
Q1 | $382K | Sell |
4,492
-80
| -2% | -$6.81K | 0.03% | 384 |
|
|
2023
Q4 | $386K | Buy |
4,572
+834
| +22% | +$70.5K | 0.03% | 367 |
|
|
2023
Q3 | $275K | Buy |
3,738
+209
| +6% | +$15.4K | 0.03% | 406 |
|
|
2023
Q2 | $308K | Buy |
3,529
+509
| +17% | +$44.4K | 0.03% | 373 |
|
|
2023
Q1 | $285K | Buy |
3,020
+558
| +23% | +$52.7K | 0.04% | 359 |
|
|
2022
Q4 | $238K | Sell |
2,462
-814
| -25% | -$78.6K | 0.04% | 393 |
|
|
2022
Q3 | $283K | Buy |
+3,276
| New | +$283K | 0.06% | 262 |
|