Perigon 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 | $2.38M | Buy |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $820K | Buy |
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|
2023
Q3 | $712K | Buy |
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|
2023
Q2 | $620K | Sell |
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|
2023
Q1 | $670K | Sell |
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|
2022
Q4 | $701K | Buy |
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|
2022
Q3 | $622K | Buy |
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|
2022
Q2 | $610K | Buy |
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|
2022
Q1 | $603K | Buy |
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|
2021
Q4 | $504K | Buy |
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|
2021
Q3 | $460K | Sell |
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|
2021
Q2 | $486K | Buy |
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|
2021
Q1 | $463K | Buy |
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|
2020
Q4 | $217K | Buy |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $252K | Buy |
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|
2019
Q4 | $238K | Hold |
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|
2019
Q3 | $233K | Hold |
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|
2019
Q2 | $224K | Sell |
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|
2019
Q1 | $223K | Hold |
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|
2018
Q4 | $202K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $20K | Hold |
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|
2017
Q4 | $22K | Hold |
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|
2017
Q3 | $21K | Buy |
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|
2017
Q2 | $10K | Sell |
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|
2017
Q1 | $26K | Buy |
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|
2016
Q4 | $21K | Buy |
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|
2016
Q3 | $10K | Buy |
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