Waverly Advisors’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 | $2.97M | Buy |
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|
2025
Q2 | $2.26M | Buy |
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|
2025
Q1 | $2.11M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $761K | Buy |
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|
2024
Q2 | $649K | Buy |
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|
2024
Q1 | $349K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $10K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $17K | Hold |
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|
2015
Q2 | $16K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $7K | Hold |
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|
2014
Q2 | $8K | Hold |
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|
2014
Q1 | $7K | Sell |
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|
2013
Q4 | $25K | Buy |
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|
2013
Q3 | $17K | Buy |
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