WAM
WFA Asset Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.6K | Buy |
862
+9
| +1% | +$789 | 0.04% | 81 |
|
|
2025
Q1 | $73.5K | Sell |
853
-24
| -3% | -$2.07K | 0.04% | 85 |
|
|
2024
Q4 | $80.9K | Buy |
877
+8
| +0.9% | +$738 | 0.04% | 85 |
|
|
2024
Q3 | $89.1K | Buy |
869
+7
| +0.8% | +$718 | 0.05% | 75 |
|
|
2024
Q2 | $75.6K | Buy |
862
+9
| +1% | +$789 | 0.04% | 81 |
|
|
2024
Q1 | $73.5K | Buy |
853
+9
| +1% | +$775 | 0.04% | 85 |
|
|
2023
Q4 | $68.6K | Buy |
844
+9
| +1% | +$731 | 0.04% | 79 |
|
|
2023
Q3 | $62.8K | Buy |
835
+9
| +1% | +$677 | 0.04% | 84 |
|
|
2023
Q2 | $69.6K | Buy |
826
+8
| +1% | +$674 | 0.04% | 83 |
|
|
2023
Q1 | $74.5K | Buy |
818
+7
| +0.9% | +$637 | 0.05% | 84 |
|
|
2022
Q4 | $77K | Buy |
811
+7
| +0.9% | +$664 | 0.05% | 79 |
|
|
2022
Q3 | $69.5K | Buy |
804
+6
| +0.8% | +$519 | 0.05% | 78 |
|
|
2022
Q2 | $76.6K | Hold |
798
| – | – | 0.05% | 79 |
|
|
2022
Q1 | $79.6K | Hold |
798
| – | – | 0.05% | 78 |
|
|
2021
Q4 | $71K | Buy |
+798
| New | +$71K | 0.05% | 81 |
|