Widmann Financial Services’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 | $306K | Hold |
2,952
| – | – | 0.21% | 86 |
|
|
2025
Q1 | $323K | Hold |
2,952
| – | – | 0.25% | 78 |
|
|
2024
Q4 | $272K | Hold |
2,952
| – | – | 0.21% | 83 |
|
|
2024
Q3 | $303K | Hold |
2,952
| – | – | 0.23% | 78 |
|
|
2024
Q2 | $259K | Hold |
2,952
| – | – | 0.21% | 83 |
|
|
2024
Q1 | $254K | Hold |
2,952
| – | – | 0.21% | 83 |
|
|
2023
Q4 | $240K | Hold |
2,952
| – | – | 0.22% | 80 |
|
|
2023
Q3 | $222K | Hold |
2,952
| – | – | 0.22% | 76 |
|
|
2023
Q2 | $249K | Hold |
2,952
| – | – | 0.24% | 71 |
|
|
2023
Q1 | $269K | Hold |
2,952
| – | – | 0.27% | 66 |
|
|
2022
Q4 | $280K | Hold |
2,952
| – | – | 0.29% | 62 |
|
|
2022
Q3 | $255K | Hold |
2,952
| – | – | 0.28% | 68 |
|
|
2022
Q2 | $283K | Sell |
2,952
-250
| -8% | -$24K | 0.29% | 67 |
|
|
2022
Q1 | $319K | Hold |
3,202
| – | – | 0.28% | 65 |
|
|
2021
Q4 | $284K | Buy |
+3,202
| New | +$284K | 0.23% | 68 |
|