West Branch 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 | $5.19K | Sell |
50
-63
| -56% | -$6.54K | ﹤0.01% | 328 |
|
|
2025
Q1 | $12.3K | Hold |
113
| – | – | ﹤0.01% | 262 |
|
|
2024
Q4 | $10.4K | Hold |
113
| – | – | ﹤0.01% | 262 |
|
|
2024
Q3 | $11.6K | Hold |
113
| – | – | ﹤0.01% | 256 |
|
|
2024
Q2 | $9.92K | Sell |
113
-125
| -53% | -$11K | ﹤0.01% | 272 |
|
|
2024
Q1 | $20.5K | Hold |
238
| – | – | 0.01% | 225 |
|
|
2023
Q4 | $19.3K | Sell |
238
-1,100
| -82% | -$89.3K | 0.01% | 224 |
|
|
2023
Q3 | $101K | Hold |
1,338
| – | – | 0.05% | 111 |
|
|
2023
Q2 | $113K | Sell |
1,338
-215
| -14% | -$18.1K | 0.06% | 109 |
|
|
2023
Q1 | $141K | Sell |
1,553
-36
| -2% | -$3.28K | 0.08% | 93 |
|
|
2022
Q4 | $151K | Hold |
1,589
| – | – | 0.09% | 89 |
|
|
2022
Q3 | $137K | Hold |
1,589
| – | – | 0.09% | 93 |
|
|
2022
Q2 | $152K | Buy |
1,589
+36
| +2% | +$3.44K | 0.09% | 93 |
|
|
2022
Q1 | $155K | Hold |
1,553
| – | – | 0.07% | 98 |
|
|
2021
Q4 | $138K | Hold |
1,553
| – | – | 0.06% | 119 |
|
|
2021
Q3 | $126K | Hold |
1,553
| – | – | 0.06% | 114 |
|
|
2021
Q2 | $131K | Buy |
+1,553
| New | +$131K | 0.06% | 114 |
|