Waldron Private Wealth’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 | $903K | Buy |
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|
2025
Q2 | $765K | Sell |
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|
2025
Q1 | $821K | Sell |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $377K | Buy |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $277K | Buy |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $273K | Buy |
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|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $222K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $230K | Buy |
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