Welch Group’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 | $850K | Buy |
8,188
+21
| +0.3% | +$2.18K | 0.04% | 110 |
|
|
2025
Q1 | $874K | Buy |
8,167
+1,296
| +19% | +$139K | 0.04% | 102 |
|
|
2024
Q4 | $633K | Buy |
6,871
+19
| +0.3% | +$1.75K | 0.03% | 133 |
|
|
2024
Q3 | $703K | Buy |
6,852
+9
| +0.1% | +$923 | 0.03% | 119 |
|
|
2024
Q2 | $600K | Buy |
6,843
+120
| +2% | +$10.5K | 0.03% | 128 |
|
|
2024
Q1 | $579K | Sell |
6,723
-75
| -1% | -$6.46K | 0.03% | 116 |
|
|
2023
Q4 | $552K | Buy |
6,798
+18
| +0.3% | +$1.46K | 0.03% | 117 |
|
|
2023
Q3 | $510K | Buy |
6,780
+460
| +7% | +$34.6K | 0.03% | 108 |
|
|
2023
Q2 | $532K | Sell |
6,320
-51
| -0.8% | -$4.29K | 0.03% | 103 |
|
|
2023
Q1 | $580K | Buy |
6,371
+12
| +0.2% | +$1.09K | 0.03% | 101 |
|
|
2022
Q4 | $604K | Sell |
6,359
-250
| -4% | -$23.7K | 0.03% | 105 |
|
|
2022
Q3 | $571K | Sell |
6,609
-991
| -13% | -$85.6K | 0.04% | 90 |
|
|
2022
Q2 | $729K | Buy |
7,600
+9
| +0.1% | +$863 | 0.04% | 90 |
|
|
2022
Q1 | $757K | Buy |
7,591
+10
| +0.1% | +$997 | 0.04% | 92 |
|
|
2021
Q4 | $674K | Buy |
7,581
+11
| +0.1% | +$978 | 0.04% | 102 |
|
|
2021
Q3 | $615K | Buy |
7,570
+9
| +0.1% | +$731 | 0.04% | 97 |
|
|
2021
Q2 | $640K | Buy |
7,561
+10
| +0.1% | +$846 | 0.04% | 93 |
|
|
2021
Q1 | $640K | Buy |
7,551
+1,010
| +15% | +$85.6K | 0.05% | 92 |
|
|
2020
Q4 | $545K | Buy |
6,541
+10
| +0.2% | +$833 | 0.04% | 93 |
|
|
2020
Q3 | $534K | Buy |
6,531
+10
| +0.2% | +$818 | 0.05% | 89 |
|
|
2020
Q2 | $519K | Sell |
6,521
-27
| -0.4% | -$2.15K | 0.05% | 79 |
|
|
2020
Q1 | $524K | Buy |
6,548
+1,665
| +34% | +$133K | 0.06% | 74 |
|
|
2019
Q4 | $461K | Sell |
4,883
-459
| -9% | -$43.3K | 0.05% | 80 |
|
|
2019
Q3 | $500K | Buy |
5,342
+459
| +9% | +$43K | 0.05% | 74 |
|
|
2019
Q2 | $430K | Sell |
4,883
-602
| -11% | -$53K | 0.05% | 78 |
|
|
2019
Q1 | $459K | Hold |
5,485
| – | – | 0.05% | 74 |
|
|
2018
Q4 | $410K | Hold |
5,485
| – | – | 0.05% | 74 |
|
|
2018
Q3 | $389 | Hold |
5,485
| – | – | 0.04% | 84 |
|
|
2018
Q2 | $380K | Buy |
+5,485
| New | +$380K | 0.05% | 79 |
|