Bartlett & Co Wealth Management’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 | $818K | Buy |
7,886
+150
| +2% | +$15.6K | 0.01% | 275 |
|
|
2025
Q1 | $845K | Sell |
7,736
-2,699
| -26% | -$295K | 0.01% | 270 |
|
|
2024
Q4 | $962K | Sell |
10,435
-52
| -0.5% | -$4.8K | 0.01% | 259 |
|
|
2024
Q3 | $1.08M | Sell |
10,487
-163
| -2% | -$16.7K | 0.02% | 244 |
|
|
2024
Q2 | $934K | Sell |
10,650
-40
| -0.4% | -$3.51K | 0.01% | 261 |
|
|
2024
Q1 | $920K | Sell |
10,690
-5,110
| -32% | -$440K | 0.01% | 271 |
|
|
2023
Q4 | $1.29M | Sell |
15,800
-235
| -1% | -$19.1K | 0.02% | 251 |
|
|
2023
Q3 | $1.21M | Sell |
16,035
-925
| -5% | -$69.6K | 0.02% | 243 |
|
|
2023
Q2 | $1.43M | Buy |
16,960
+15,010
| +770% | +$1.26M | 0.02% | 232 |
|
|
2023
Q1 | $177K | Sell |
1,950
-500
| -20% | -$45.5K | ﹤0.01% | 393 |
|
|
2022
Q4 | $233K | Sell |
2,450
-262
| -10% | -$24.9K | ﹤0.01% | 363 |
|
|
2022
Q3 | $235K | Buy |
2,712
+176
| +7% | +$15.2K | 0.01% | 353 |
|
|
2022
Q2 | $243K | Buy |
2,536
+25
| +1% | +$2.4K | ﹤0.01% | 344 |
|
|
2022
Q1 | $251K | Hold |
2,511
| – | – | ﹤0.01% | 361 |
|
|
2021
Q4 | $223K | Buy |
2,511
+397
| +19% | +$35.3K | ﹤0.01% | 377 |
|
|
2021
Q3 | $172K | Sell |
2,114
-110
| -5% | -$8.93K | ﹤0.01% | 348 |
|
|
2021
Q2 | $188K | Sell |
2,224
-47
| -2% | -$3.98K | ﹤0.01% | 338 |
|
|
2021
Q1 | $192K | Hold |
2,271
| – | – | ﹤0.01% | 333 |
|
|
2020
Q4 | $189K | Hold |
2,271
| – | – | ﹤0.01% | 334 |
|
|
2020
Q3 | $186K | Hold |
2,271
| – | – | ﹤0.01% | 318 |
|
|
2020
Q2 | $181K | Buy |
2,271
+255
| +13% | +$20.3K | ﹤0.01% | 323 |
|
|
2020
Q1 | $161K | Hold |
2,016
| – | – | ﹤0.01% | 311 |
|
|
2019
Q4 | $191K | Sell |
2,016
-300
| -13% | -$28.4K | ﹤0.01% | 338 |
|
|
2019
Q3 | $217K | Buy |
2,316
+251
| +12% | +$23.5K | 0.01% | 319 |
|
|
2019
Q2 | $182K | Hold |
2,065
| – | – | 0.01% | 264 |
|
|
2019
Q1 | $173K | Hold |
2,065
| – | – | 0.01% | 262 |
|
|
2018
Q4 | $154K | Sell |
2,065
-200
| -9% | -$14.9K | 0.01% | 269 |
|
|
2018
Q3 | $161K | Hold |
2,265
| – | – | 0.01% | 277 |
|
|
2018
Q2 | $157K | Hold |
2,265
| – | – | 0.01% | 276 |
|
|
2018
Q1 | $155K | Buy |
+2,265
| New | +$155K | 0.01% | 276 |
|