Montag & 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 | $91.7K | Buy |
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|
2025
Q2 | $29.3K | Buy |
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|
2025
Q1 | $11.6K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $20K | Sell |
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|
2024
Q2 | $18.1K | Buy |
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|
2024
Q1 | $6.46K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $148K | Hold |
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|
2023
Q2 | $166K | Hold |
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|
2023
Q1 | $179K | Hold |
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|
2022
Q4 | $187K | Sell |
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|
2022
Q3 | $198K | Hold |
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|
2022
Q2 | $220K | Sell |
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|
2022
Q1 | $252K | Buy |
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