Ballentine Partners’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.68M | Buy |
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|
2025
Q2 | $1.51M | Buy |
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|
2025
Q1 | $1.54M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $989K | Sell |
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|
2024
Q1 | $989K | Buy |
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|
2023
Q4 | $906K | Buy |
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|
2023
Q3 | $568K | Buy |
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|
2023
Q2 | $503K | Buy |
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|
2023
Q1 | $375K | Buy |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $277K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Sell |
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|
2019
Q3 | $205K | Buy |
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