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