John G. Ullman & Associates’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 | $381K | Sell |
|
|||||
|
2025
Q2 | $360K | Sell |
|
|||||
|
2025
Q1 | $391K | Sell |
|
|||||
|
2024
Q4 | $335K | Sell |
|
|||||
|
2024
Q3 | $385K | Hold |
|
|||||
|
2024
Q2 | $329K | Hold |
|
|||||
|
2024
Q1 | $323K | Hold |
|
|||||
|
2023
Q4 | $305K | Sell |
|
|||||
|
2023
Q3 | $610K | Hold |
|
|||||
|
2023
Q2 | $682K | Buy |
|
|||||
|
2023
Q1 | $726K | Sell |
|
|||||
|
2022
Q4 | $761K | Buy |
|
|||||
|
2022
Q3 | $690K | Hold |
|
|||||
|
2022
Q2 | $766K | Sell |
|
|||||
|
2022
Q1 | $799K | Sell |
|
|||||
|
2021
Q4 | $714K | Buy |
|
|||||
|
2021
Q3 | $648K | Buy |
|
|||||
|
2021
Q2 | $674K | Hold |
|
|||||
|
2021
Q1 | $675K | Buy |
|
|||||
|
2020
Q4 | $355K | Buy |
|