Walter & Keenan 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
Q2 | $877K | Buy |
|
|||||
|
2025
Q1 | $920K | Buy |
|
|||||
|
2024
Q4 | $759K | Buy |
|
|||||
|
2024
Q3 | $839K | Buy |
|
|||||
|
2024
Q2 | $679K | Buy |
|
|||||
|
2024
Q1 | $220K | Sell |
|
|||||
|
2023
Q4 | $223K | Sell |
|
|||||
|
2023
Q3 | $209K | Hold |
|
|||||
|
2023
Q2 | $234K | Hold |
|
|||||
|
2023
Q1 | $253K | Sell |
|
|||||
|
2022
Q4 | $298K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $215K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $236K | Buy |
|
|||||
|
2021
Q2 | $246K | Buy |
|
|||||
|
2021
Q1 | $246K | Sell |
|
|||||
|
2020
Q4 | $250K | Buy |
|
|||||
|
2020
Q3 | $237K | Buy |
|
|||||
|
2020
Q2 | $231K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $284K | Buy |
|
|||||
|
2019
Q3 | $281K | Hold |
|
|||||
|
2019
Q2 | $264K | Hold |
|
|||||
|
2019
Q1 | $251K | Hold |
|
|||||
|
2018
Q4 | $224K | Buy |
|