Laird Norton Wetherby 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 | $1.16M | Buy |
10,298
+292
| +3% | +$31.9K | 0.05% | 346 |
|
|
2025
Q2 | $1.04M | Buy |
+10,006
| New | +$1.04M | 0.05% | 357 |
|
|
2024
Q4 | $869K | Sell |
9,427
-457
| -5% | -$44.2K | 0.04% | 368 |
|
|
2024
Q3 | $1.01M | Sell |
9,884
-836
| -8% | -$81.6K | 0.05% | 356 |
|
|
2024
Q2 | $941K | Sell |
10,720
-781
| -7% | -$68.3K | 0.04% | 369 |
|
|
2024
Q1 | $990K | Sell |
11,501
-165
| -1% | -$13.4K | 0.05% | 363 |
|
|
2023
Q4 | $947K | Buy |
11,666
+500
| +4% | +$38.8K | 0.05% | 367 |
|
|
2023
Q3 | $840K | Buy |
11,166
+3,290
| +42% | +$268K | 0.05% | 369 |
|
|
2023
Q2 | $663K | Sell |
7,876
-984
| -11% | -$86.9K | 0.04% | 451 |
|
|
2023
Q1 | $806K | Buy |
8,860
+736
| +9% | +$67.3K | 0.05% | 386 |
|
|
2022
Q4 | $771K | Sell |
8,124
-242
| -3% | -$22K | 0.05% | 383 |
|
|
2022
Q3 | $723K | Buy |
8,366
+696
| +9% | +$68.8K | 0.05% | 365 |
|
|
2022
Q2 | $736K | Buy |
7,670
+836
| +12% | +$82.9K | 0.05% | 367 |
|
|
2022
Q1 | $682K | Buy |
6,834
+786
| +13% | +$71.8K | 0.04% | 418 |
|
|
2021
Q4 | $538K | Sell |
6,048
-332
| -5% | -$28K | 0.03% | 494 |
|
|
2021
Q3 | $518K | Buy |
6,380
+142
| +2% | +$12.4K | 0.03% | 496 |
|
|
2021
Q2 | $527K | Buy |
6,238
+361
| +6% | +$31.1K | 0.03% | 492 |
|
|
2021
Q1 | $497K | Sell |
5,877
-983
| -14% | -$79.2K | 0.04% | 432 |
|
|
2020
Q4 | $571K | Buy |
6,860
+454
| +7% | +$39.4K | 0.04% | 431 |
|
|
2020
Q3 | $524K | Sell |
6,406
-417
| -6% | -$34.4K | 0.05% | 364 |
|
|
2020
Q2 | $543K | Sell |
6,823
-296
| -4% | -$24.2K | 0.05% | 339 |
|
|
2020
Q1 | $570K | Buy |
7,119
+776
| +12% | +$73.4K | 0.06% | 291 |
|
|
2019
Q4 | $599K | Sell |
6,343
-239
| -4% | -$22.1K | 0.06% | 355 |
|
|
2019
Q3 | $617K | Buy |
6,582
+325
| +5% | +$29.5K | 0.06% | 336 |
|
|
2019
Q2 | $551K | Buy |
6,257
+826
| +15% | +$71.2K | 0.06% | 365 |
|
|
2019
Q1 | $455K | Sell |
5,431
-130
| -2% | -$10.3K | 0.06% | 390 |
|
|
2018
Q4 | $416K | Buy |
5,561
+42
| +0.8% | +$3.15K | 0.06% | 376 |
|
|
2018
Q3 | $391K | Sell |
5,519
-71
| -1% | -$5.05K | 0.05% | 423 |
|
|
2018
Q2 | $388K | Sell |
5,590
-194
| -3% | -$13.1K | 0.05% | 407 |
|
|
2018
Q1 | $396K | Buy |
5,784
+4
| +0.1% | +$269 | 0.05% | 413 |
|
|
2017
Q4 | $425K | Buy |
5,780
+491
| +9% | +$36.7K | 0.06% | 390 |
|
|
2017
Q3 | $372K | Buy |
5,289
+342
| +7% | +$24.4K | 0.06% | 403 |
|
|
2017
Q2 | $344K | Buy |
4,947
+73
| +1% | +$5.07K | 0.06% | 397 |
|
|
2017
Q1 | $327K | Buy |
4,874
+17
| +0.4% | +$1.1K | 0.06% | 403 |
|
|
2016
Q4 | $305K | Buy |
4,857
+17
| +0.4% | +$1.05K | 0.06% | 402 |
|
|
2016
Q3 | $311K | Buy |
4,840
+28
| +0.6% | +$1.88K | 0.06% | 375 |
|
|
2016
Q2 | $338K | Buy |
4,812
+16
| +0.3% | +$1.05K | 0.07% | 314 |
|
|
2016
Q1 | $318K | Buy |
4,796
+63
| +1% | +$3.9K | 0.07% | 310 |
|
|
2015
Q4 | $276K | Buy |
4,733
+47
| +1% | +$2.66K | 0.07% | 344 |
|
|
2015
Q3 | $266K | Buy |
4,686
+201
| +4% | +$11.2K | 0.07% | 336 |
|
|
2015
Q2 | $238K | Sell |
4,485
-354
| -7% | -$19.6K | 0.06% | 383 |
|
|
2015
Q1 | $272K | Buy |
4,839
+522
| +12% | +$31K | 0.07% | 343 |
|
|
2014
Q4 | $262K | Buy |
4,317
+190
| +5% | +$10.9K | 0.07% | 343 |
|
|
2014
Q3 | $216K | Sell |
4,127
-109
| -3% | -$5.76K | 0.06% | 382 |
|
|
2014
Q2 | $236K | Sell |
4,236
-159
| -4% | -$8.39K | 0.07% | 355 |
|
|
2014
Q1 | $222K | Sell |
4,395
-182
| -4% | -$8.84K | 0.06% | 369 |
|
|
2013
Q4 | $214K | Buy |
+4,577
| New | +$211K | 0.06% | 386 |
|
Other funds holding AEP
