Welch & Forbes’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 | $464K | Hold |
4,475
| – | – | 0.01% | 280 |
|
|
2025
Q1 | $489K | Hold |
4,475
| – | – | 0.01% | 273 |
|
|
2024
Q4 | $413K | Sell |
4,475
-64
| -1% | -$5.9K | 0.01% | 298 |
|
|
2024
Q3 | $466K | Buy |
4,539
+515
| +13% | +$52.8K | 0.01% | 296 |
|
|
2024
Q2 | $353K | Sell |
4,024
-301
| -7% | -$26.4K | ﹤0.01% | 316 |
|
|
2024
Q1 | $372K | Sell |
4,325
-31
| -0.7% | -$2.67K | 0.01% | 315 |
|
|
2023
Q4 | $354K | Sell |
4,356
-3
| -0.1% | -$244 | 0.01% | 318 |
|
|
2023
Q3 | $328K | Buy |
4,359
+249
| +6% | +$18.7K | 0.01% | 318 |
|
|
2023
Q2 | $346K | Sell |
4,110
-251
| -6% | -$21.1K | 0.01% | 315 |
|
|
2023
Q1 | $397K | Sell |
4,361
-1
| -0% | -$91 | 0.01% | 302 |
|
|
2022
Q4 | $414K | Buy |
4,362
+59
| +1% | +$5.6K | 0.01% | 299 |
|
|
2022
Q3 | $372K | Hold |
4,303
| – | – | 0.01% | 306 |
|
|
2022
Q2 | $413K | Buy |
4,303
+80
| +2% | +$7.68K | 0.01% | 298 |
|
|
2022
Q1 | $422K | Sell |
4,223
-30
| -0.7% | -$3K | 0.01% | 303 |
|
|
2021
Q4 | $378K | Hold |
4,253
| – | – | 0.01% | 314 |
|
|
2021
Q3 | $345K | Buy |
4,253
+210
| +5% | +$17K | 0.01% | 326 |
|
|
2021
Q2 | $342K | Hold |
4,043
| – | – | 0.01% | 333 |
|
|
2021
Q1 | $342K | Buy |
4,043
+209
| +5% | +$17.7K | 0.01% | 329 |
|
|
2020
Q4 | $320K | Sell |
3,834
-116
| -3% | -$9.68K | 0.01% | 326 |
|
|
2020
Q3 | $322K | Sell |
3,950
-488
| -11% | -$39.8K | 0.01% | 298 |
|
|
2020
Q2 | $354K | Buy |
4,438
+104
| +2% | +$8.3K | 0.01% | 276 |
|
|
2020
Q1 | $347K | Sell |
4,334
-38
| -0.9% | -$3.04K | 0.01% | 262 |
|
|
2019
Q4 | $413K | Buy |
4,372
+714
| +20% | +$67.4K | 0.01% | 274 |
|
|
2019
Q3 | $343K | Buy |
3,658
+324
| +10% | +$30.4K | 0.01% | 295 |
|
|
2019
Q2 | $293K | Buy |
+3,334
| New | +$293K | 0.01% | 302 |
|
|
2019
Q1 | – | Sell |
-2,809
| Closed | -$210K | – | 348 |
|
|
2018
Q4 | $210K | Sell |
2,809
-145
| -5% | -$10.8K | 0.01% | 321 |
|
|
2018
Q3 | $210K | Sell |
2,954
-238
| -7% | -$16.9K | 0.01% | 344 |
|
|
2018
Q2 | $221K | Buy |
3,192
+120
| +4% | +$8.31K | 0.01% | 338 |
|
|
2018
Q1 | $211K | Sell |
3,072
-1,181
| -28% | -$81.1K | 0.01% | 341 |
|
|
2017
Q4 | $313K | Buy |
+4,253
| New | +$313K | 0.01% | 288 |
|
|
2017
Q3 | – | Sell |
-3,375
| Closed | -$235K | – | 333 |
|
|
2017
Q2 | $235K | Sell |
3,375
-12
| -0.4% | -$836 | 0.01% | 320 |
|
|
2017
Q1 | $227K | Sell |
3,387
-283
| -8% | -$19K | 0.01% | 313 |
|
|
2016
Q4 | $231K | Buy |
+3,670
| New | +$231K | 0.01% | 316 |
|
|
2016
Q3 | – | Sell |
-3,672
| Closed | -$257K | – | 310 |
|
|
2016
Q2 | $257K | Sell |
3,672
-92
| -2% | -$6.44K | 0.01% | 300 |
|
|
2016
Q1 | $250K | Buy |
3,764
+300
| +9% | +$19.9K | 0.01% | 302 |
|
|
2015
Q4 | $202K | Sell |
3,464
-250
| -7% | -$14.6K | 0.01% | 314 |
|
|
2015
Q3 | $211K | Buy |
+3,714
| New | +$211K | 0.01% | 315 |
|
|
2014
Q4 | – | Sell |
-4,237
| Closed | -$221K | – | 344 |
|
|
2014
Q3 | $221K | Buy |
+4,237
| New | +$221K | 0.01% | 324 |
|
|
2014
Q2 | – | Sell |
-4,739
| Closed | -$240K | – | 331 |
|
|
2014
Q1 | $240K | Hold |
4,739
| – | – | 0.01% | 306 |
|
|
2013
Q4 | $221K | Sell |
4,739
-2,255
| -32% | -$105K | 0.01% | 301 |
|
|
2013
Q3 | $303K | Buy |
6,994
+501
| +8% | +$21.7K | 0.01% | 292 |
|
|
2013
Q2 | $291K | Buy |
+6,493
| New | +$291K | 0.01% | 275 |
|