Bartlett & Co Wealth Management’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 | $938K | Buy |
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|
2025
Q2 | $818K | Buy |
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|
2025
Q1 | $845K | Sell |
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|
2024
Q4 | $962K | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $934K | Sell |
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|
2024
Q1 | $920K | Sell |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $177K | Sell |
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|
2022
Q4 | $233K | Sell |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $223K | Buy |
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|
2021
Q3 | $172K | Sell |
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|
2021
Q2 | $188K | Sell |
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|
2021
Q1 | $192K | Hold |
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|
2020
Q4 | $189K | Hold |
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|
2020
Q3 | $186K | Hold |
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|
2020
Q2 | $181K | Buy |
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|
2020
Q1 | $161K | Hold |
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|
2019
Q4 | $191K | Sell |
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|
2019
Q3 | $217K | Buy |
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|
2019
Q2 | $182K | Hold |
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|
2019
Q1 | $173K | Hold |
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|
2018
Q4 | $154K | Sell |
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|
2018
Q3 | $161K | Hold |
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|
2018
Q2 | $157K | Hold |
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|
2018
Q1 | $155K | Buy |
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