Annis Gardner Whiting Capital Advisors’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 | $423K | Buy |
4,077
+291
| +8% | +$30.2K | 0.15% | 134 |
|
|
2025
Q1 | $414K | Buy |
3,786
+27
| +0.7% | +$2.95K | 0.18% | 117 |
|
|
2024
Q4 | $347K | Sell |
3,759
-1,350
| -26% | -$125K | 0.1% | 162 |
|
|
2024
Q3 | $524K | Buy |
5,109
+1,600
| +46% | +$164K | 0.15% | 122 |
|
|
2024
Q2 | $308K | Buy |
3,509
+128
| +4% | +$11.2K | 0.09% | 179 |
|
|
2024
Q1 | $291K | Buy |
3,381
+2,868
| +559% | +$247K | 0.1% | 152 |
|
|
2023
Q4 | $41.7K | Buy |
513
+41
| +9% | +$3.33K | 0.02% | 319 |
|
|
2023
Q3 | $35.5K | Buy |
+472
| New | +$35.5K | 0.02% | 320 |
|