Waldron Private Wealth’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 | $765K | Sell |
7,373
-143
| -2% | -$14.8K | 0.03% | 158 |
|
|
2025
Q1 | $821K | Sell |
7,516
-3,345
| -31% | -$366K | 0.04% | 147 |
|
|
2024
Q4 | $1M | Buy |
10,861
+7,189
| +196% | +$663K | 0.04% | 165 |
|
|
2024
Q3 | $377K | Buy |
3,672
+279
| +8% | +$28.6K | 0.02% | 293 |
|
|
2024
Q2 | $298K | Buy |
3,393
+21
| +0.6% | +$1.84K | 0.01% | 315 |
|
|
2024
Q1 | $290K | Sell |
3,372
-36
| -1% | -$3.1K | 0.01% | 322 |
|
|
2023
Q4 | $277K | Buy |
3,408
+516
| +18% | +$41.9K | 0.01% | 326 |
|
|
2023
Q3 | $218K | Buy |
+2,892
| New | +$218K | 0.01% | 338 |
|
|
2023
Q2 | – | Sell |
-2,998
| Closed | -$273K | – | 381 |
|
|
2023
Q1 | $273K | Buy |
2,998
+190
| +7% | +$17.3K | 0.01% | 338 |
|
|
2022
Q4 | $242K | Hold |
2,808
| – | – | 0.02% | 324 |
|
|
2022
Q3 | $242K | Buy |
2,808
+88
| +3% | +$7.58K | 0.02% | 326 |
|
|
2022
Q2 | $260K | Buy |
2,720
+485
| +22% | +$46.4K | 0.01% | 322 |
|
|
2022
Q1 | $222K | Buy |
+2,235
| New | +$222K | 0.01% | 370 |
|
|
2019
Q3 | – | Sell |
-2,623
| Closed | -$230K | – | 257 |
|
|
2019
Q2 | $230K | Buy |
+2,623
| New | +$230K | 0.02% | 218 |
|