Waverly Advisors’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 | $2.26M | Buy |
21,770
+2,460
| +13% | +$255K | 0.02% | 471 |
|
|
2025
Q1 | $2.11M | Buy |
19,310
+7,693
| +66% | +$841K | 0.03% | 468 |
|
|
2024
Q4 | $1.07M | Buy |
11,617
+4,198
| +57% | +$387K | 0.02% | 495 |
|
|
2024
Q3 | $761K | Buy |
7,419
+26
| +0.4% | +$2.67K | 0.01% | 497 |
|
|
2024
Q2 | $649K | Buy |
7,393
+3,340
| +82% | +$293K | 0.01% | 518 |
|
|
2024
Q1 | $349K | Buy |
+4,053
| New | +$349K | 0.01% | 537 |
|
|
2023
Q1 | – | Sell |
-2,290
| Closed | -$217K | – | 297 |
|
|
2022
Q4 | $217K | Buy |
+2,290
| New | +$217K | 0.01% | 259 |
|
|
2022
Q2 | – | Sell |
-2,091
| Closed | -$209K | – | 208 |
|
|
2022
Q1 | $209K | Buy |
+2,091
| New | +$209K | 0.02% | 192 |
|
|
2018
Q1 | – | Sell |
-139
| Closed | -$10K | – | 185 |
|
|
2017
Q4 | $10K | Buy |
+139
| New | +$10K | ﹤0.01% | 324 |
|
|
2015
Q4 | – | Sell |
-300
| Closed | -$17K | – | 135 |
|
|
2015
Q3 | $17K | Hold |
300
| – | – | 0.01% | 295 |
|
|
2015
Q2 | $16K | Buy |
+300
| New | +$16K | 0.01% | 230 |
|
|
2014
Q4 | – | Sell |
-140
| Closed | -$7K | – | 414 |
|
|
2014
Q3 | $7K | Hold |
140
| – | – | ﹤0.01% | 553 |
|
|
2014
Q2 | $8K | Hold |
140
| – | – | ﹤0.01% | 485 |
|
|
2014
Q1 | $7K | Sell |
140
-390
| -74% | -$19.5K | ﹤0.01% | 485 |
|
|
2013
Q4 | $25K | Buy |
530
+140
| +36% | +$6.6K | 0.01% | 422 |
|
|
2013
Q3 | $17K | Buy |
+390
| New | +$17K | 0.01% | 373 |
|