Welch & Forbes’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 | $501K | Sell |
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|
2025
Q2 | $464K | Hold |
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|
2025
Q1 | $489K | Hold |
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|
2024
Q4 | $413K | Sell |
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|
2024
Q3 | $466K | Buy |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $372K | Sell |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $328K | Buy |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $397K | Sell |
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|
2022
Q4 | $414K | Buy |
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|
2022
Q3 | $372K | Hold |
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|
2022
Q2 | $413K | Buy |
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|
2022
Q1 | $422K | Sell |
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|
2021
Q4 | $378K | Hold |
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|
2021
Q3 | $345K | Buy |
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|
2021
Q2 | $342K | Hold |
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|
2021
Q1 | $342K | Buy |
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|
2020
Q4 | $320K | Sell |
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|
2020
Q3 | $322K | Sell |
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|
2020
Q2 | $354K | Buy |
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|
2020
Q1 | $347K | Sell |
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|
2019
Q4 | $413K | Buy |
|
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|
2019
Q3 | $343K | Buy |
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|
2019
Q2 | $293K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $210K | Sell |
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|
2018
Q3 | $210K | Sell |
|
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|
2018
Q2 | $221K | Buy |
|
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|
2018
Q1 | $211K | Sell |
|
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|
2017
Q4 | $313K | Buy |
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|
2017
Q3 | – | Sell |
|
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|
2017
Q2 | $235K | Sell |
|
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|
2017
Q1 | $227K | Sell |
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|
2016
Q4 | $231K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $257K | Sell |
|
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|
2016
Q1 | $250K | Buy |
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|
2015
Q4 | $202K | Sell |
|
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|
2015
Q3 | $211K | Buy |
|
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|
2014
Q4 | – | Sell |
|
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|
2014
Q3 | $221K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $240K | Hold |
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|
2013
Q4 | $221K | Sell |
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|
2013
Q3 | $303K | Buy |
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|
2013
Q2 | $291K | Buy |
|