Western Wealth Management’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 | $758K | Buy |
7,310
+494
| +7% | +$51.3K | 0.05% | 322 |
|
|
2025
Q1 | $745K | Buy |
6,816
+400
| +6% | +$43.7K | 0.05% | 298 |
|
|
2024
Q4 | $592K | Sell |
6,416
-8,346
| -57% | -$770K | 0.04% | 343 |
|
|
2024
Q3 | $1.51M | Buy |
14,762
+8,448
| +134% | +$867K | 0.09% | 240 |
|
|
2024
Q2 | $554K | Sell |
6,314
-63
| -1% | -$5.53K | 0.04% | 344 |
|
|
2024
Q1 | $549K | Sell |
6,377
-8,931
| -58% | -$769K | 0.04% | 346 |
|
|
2023
Q4 | $1.24M | Sell |
15,308
-1,670
| -10% | -$136K | 0.09% | 234 |
|
|
2023
Q3 | $1.28M | Sell |
16,978
-525
| -3% | -$39.5K | 0.11% | 200 |
|
|
2023
Q2 | $1.47M | Sell |
17,503
-550
| -3% | -$46.3K | 0.13% | 171 |
|
|
2023
Q1 | $1.64M | Sell |
18,053
-1,219
| -6% | -$111K | 0.15% | 157 |
|
|
2022
Q4 | $1.83M | Sell |
19,272
-10,244
| -35% | -$973K | 0.19% | 130 |
|
|
2022
Q3 | $2.57M | Buy |
29,516
+4,227
| +17% | +$368K | 0.15% | 156 |
|
|
2022
Q2 | $2.42M | Buy |
25,289
+3,095
| +14% | +$296K | 0.14% | 159 |
|
|
2022
Q1 | $2.22M | Buy |
22,194
+13,785
| +164% | +$1.38M | 0.11% | 190 |
|
|
2021
Q4 | $746K | Buy |
+8,409
| New | +$746K | 0.07% | 251 |
|
|
2021
Q2 | $797K | Buy |
9,415
+2,269
| +32% | +$192K | 0.08% | 247 |
|
|
2021
Q1 | $605K | Buy |
7,146
+1,002
| +16% | +$84.8K | 0.08% | 244 |
|
|
2020
Q4 | $512K | Sell |
6,144
-2,791
| -31% | -$233K | 0.08% | 250 |
|
|
2020
Q3 | $730K | Sell |
8,935
-1,099
| -11% | -$89.8K | 0.12% | 188 |
|
|
2020
Q2 | $799K | Sell |
10,034
-278
| -3% | -$22.1K | 0.14% | 154 |
|
|
2020
Q1 | $824K | Buy |
10,312
+3,174
| +44% | +$254K | 0.19% | 125 |
|
|
2019
Q4 | $675K | Sell |
7,138
-208
| -3% | -$19.7K | 0.1% | 193 |
|
|
2019
Q3 | $688K | Buy |
7,346
+1,500
| +26% | +$140K | 0.14% | 167 |
|
|
2019
Q2 | $515K | Sell |
5,846
-1,499
| -20% | -$132K | 0.07% | 217 |
|
|
2019
Q1 | $615K | Buy |
7,345
+440
| +6% | +$36.8K | 0.14% | 177 |
|
|
2018
Q4 | $512K | Buy |
+6,905
| New | +$512K | 0.14% | 171 |
|