Woodward Diversified Capital’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 | $549K | Buy |
5,294
+2,349
| +80% | +$244K | 0.28% | 85 |
|
2025
Q1 | $322K | Buy |
2,945
+292
| +11% | +$31.9K | 0.23% | 92 |
|
2024
Q4 | $245K | Sell |
2,653
-1,791
| -40% | -$165K | 0.18% | 108 |
|
2024
Q3 | $456K | Sell |
4,444
-176
| -4% | -$18.1K | 0.29% | 96 |
|
2024
Q2 | $405K | Buy |
4,620
+620
| +16% | +$54.4K | 0.24% | 104 |
|
2024
Q1 | $344K | Buy |
+4,000
| New | +$344K | 0.21% | 113 |
|