West Paces Advisors’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 | – | Sell |
-320
| Closed | -$35K | – | 207 |
|
|
2025
Q1 | $35K | Hold |
320
| – | – | 0.01% | 259 |
|
|
2024
Q4 | $29.5K | Hold |
320
| – | – | 0.01% | 277 |
|
|
2024
Q3 | $32.8K | Hold |
320
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $28.1K | Hold |
320
| – | – | 0.01% | 270 |
|
|
2024
Q1 | $27.6K | Buy |
320
+17
| +6% | +$1.46K | 0.01% | 284 |
|
|
2023
Q4 | $24.6K | Hold |
303
| – | – | 0.01% | 284 |
|
|
2023
Q3 | $22.8K | Sell |
303
-177
| -37% | -$13.3K | 0.01% | 284 |
|
|
2023
Q2 | $40.4K | Hold |
480
| – | – | 0.01% | 242 |
|
|
2023
Q1 | $43.7K | Buy |
480
+13
| +3% | +$1.18K | 0.01% | 234 |
|
|
2022
Q4 | $44.3K | Buy |
467
+177
| +61% | +$16.8K | 0.01% | 231 |
|
|
2022
Q3 | $25.1K | Hold |
290
| – | – | 0.01% | 261 |
|
|
2022
Q2 | $27.8K | Hold |
290
| – | – | 0.01% | 268 |
|
|
2022
Q1 | $28.9K | Hold |
290
| – | – | 0.01% | 269 |
|
|
2021
Q4 | $25.8K | Sell |
290
-53
| -15% | -$4.72K | 0.01% | 284 |
|
|
2021
Q3 | $27.8K | Sell |
343
-71
| -17% | -$5.76K | 0.01% | 257 |
|
|
2021
Q2 | $35K | Buy |
414
+21
| +5% | +$1.78K | 0.01% | 232 |
|
|
2021
Q1 | $33.3K | Sell |
393
-50
| -11% | -$4.24K | 0.01% | 222 |
|
|
2020
Q4 | $36.9K | Hold |
443
| – | – | 0.02% | 207 |
|
|
2020
Q3 | $36.2K | Hold |
443
| – | – | 0.02% | 198 |
|
|
2020
Q2 | $35.3K | Hold |
443
| – | – | 0.02% | 202 |
|
|
2020
Q1 | $35.4K | Sell |
443
-47
| -10% | -$3.76K | 0.02% | 190 |
|
|
2019
Q4 | $46.3K | Hold |
490
| – | – | 0.03% | 200 |
|
|
2019
Q3 | $45.9K | Hold |
490
| – | – | 0.03% | 186 |
|
|
2019
Q2 | $43.1K | Hold |
490
| – | – | 0.03% | 184 |
|
|
2019
Q1 | $41K | Hold |
490
| – | – | 0.03% | 192 |
|
|
2018
Q4 | $36.6K | Sell |
490
-100
| -17% | -$7.47K | 0.03% | 199 |
|
|
2018
Q3 | $41.8K | Hold |
590
| – | – | 0.03% | 198 |
|
|
2018
Q2 | $40.9K | Buy |
590
+200
| +51% | +$13.9K | 0.03% | 190 |
|
|
2018
Q1 | $26.8K | Hold |
390
| – | – | 0.02% | 220 |
|
|
2017
Q4 | $28.7K | Hold |
390
| – | – | 0.02% | 229 |
|
|
2017
Q3 | $27.4K | Hold |
390
| – | – | 0.02% | 236 |
|
|
2017
Q2 | $27.1K | Hold |
390
| – | – | 0.02% | 230 |
|
|
2017
Q1 | $26.2K | Hold |
390
| – | – | 0.02% | 229 |
|
|
2016
Q4 | $24.6K | Buy |
+390
| New | +$24.6K | 0.02% | 243 |
|