Williams Jones 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 | $228K | Buy |
2,197
+145
| +7% | +$15K | ﹤0.01% | 458 |
|
|
2025
Q1 | $224K | Sell |
2,052
-125
| -6% | -$13.7K | ﹤0.01% | 447 |
|
|
2024
Q4 | $201K | Buy |
2,177
+125
| +6% | +$11.5K | ﹤0.01% | 466 |
|
|
2024
Q3 | $211K | Buy |
+2,052
| New | +$211K | ﹤0.01% | 485 |
|
|
2024
Q1 | – | Sell |
-2,464
| Closed | -$200K | – | 549 |
|
|
2023
Q4 | $200K | Sell |
2,464
-936
| -28% | -$76K | ﹤0.01% | 496 |
|
|
2023
Q3 | $256K | Buy |
3,400
+1,000
| +42% | +$75.2K | ﹤0.01% | 447 |
|
|
2023
Q2 | $202K | Sell |
2,400
-50
| -2% | -$4.21K | ﹤0.01% | 486 |
|
|
2023
Q1 | $223K | Sell |
2,450
-410
| -14% | -$37.3K | ﹤0.01% | 493 |
|
|
2022
Q4 | $272K | Buy |
2,860
+10
| +0.4% | +$950 | ﹤0.01% | 460 |
|
|
2022
Q3 | $246K | Sell |
2,850
-530
| -16% | -$45.7K | ﹤0.01% | 468 |
|
|
2022
Q2 | $324K | Buy |
3,380
+580
| +21% | +$55.6K | 0.01% | 442 |
|
|
2022
Q1 | $279K | Sell |
2,800
-125
| -4% | -$12.5K | ﹤0.01% | 428 |
|
|
2021
Q4 | $260K | Hold |
2,925
| – | – | ﹤0.01% | 421 |
|
|
2021
Q3 | $237K | Sell |
2,925
-12
| -0.4% | -$972 | ﹤0.01% | 431 |
|
|
2021
Q2 | $248K | Buy |
+2,937
| New | +$248K | ﹤0.01% | 436 |
|
|
2021
Q1 | – | Sell |
-3,075
| Closed | -$256K | – | 499 |
|
|
2020
Q4 | $256K | Buy |
+3,075
| New | +$256K | ﹤0.01% | 396 |
|