Chesley Taft & Associates’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 | $269K | Buy |
2,596
+55
| +2% | +$5.71K | 0.01% | 308 |
|
|
2025
Q1 | $278K | Hold |
2,541
| – | – | 0.01% | 306 |
|
|
2024
Q4 | $234K | Hold |
2,541
| – | – | 0.01% | 308 |
|
|
2024
Q3 | $261K | Buy |
+2,541
| New | +$261K | 0.01% | 299 |
|
|
2023
Q3 | – | Sell |
-4,004
| Closed | -$337K | – | 290 |
|
|
2023
Q2 | $337K | Sell |
4,004
-1,705
| -30% | -$144K | 0.02% | 257 |
|
|
2023
Q1 | $519K | Sell |
5,709
-2,067
| -27% | -$188K | 0.03% | 220 |
|
|
2022
Q4 | $738K | Sell |
7,776
-432
| -5% | -$41K | 0.05% | 192 |
|
|
2022
Q3 | $710K | Buy |
8,208
+170
| +2% | +$14.7K | 0.05% | 188 |
|
|
2022
Q2 | $771K | Buy |
8,038
+192
| +2% | +$18.4K | 0.05% | 188 |
|
|
2022
Q1 | $803K | Buy |
7,846
+1,365
| +21% | +$140K | 0.05% | 198 |
|
|
2021
Q4 | $577K | Buy |
6,481
+1,280
| +25% | +$114K | 0.03% | 220 |
|
|
2021
Q3 | $422K | Buy |
+5,201
| New | +$422K | 0.02% | 245 |
|
|
2019
Q4 | – | Sell |
-2,428
| Closed | -$227K | – | 262 |
|
|
2019
Q3 | $227K | Buy |
+2,428
| New | +$227K | 0.02% | 255 |
|