West Oak Capital’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 | $523 | Buy |
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|
2025
Q2 | $374 | Hold |
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|
2025
Q1 | $393 | Hold |
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|
2024
Q4 | $332K | Hold |
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|
2024
Q3 | $369 | Hold |
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|
2024
Q2 | $31.6K | Hold |
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|
2024
Q1 | $31K | Hold |
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|
2023
Q4 | $29K | Hold |
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|
2023
Q3 | $27K | Hold |
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|
2023
Q2 | $30.3K | Hold |
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|
2023
Q1 | $32.8K | Hold |
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|
2022
Q4 | $34K | Hold |
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|
2022
Q3 | $31K | Hold |
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|
2022
Q2 | $35K | Buy |
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|
2022
Q1 | $28K | Hold |
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|
2021
Q4 | $25K | Hold |
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|
2021
Q3 | $23K | Hold |
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|
2021
Q2 | $24K | Sell |
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|
2021
Q1 | $30K | Sell |
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|
2020
Q4 | $48K | Sell |
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|
2020
Q3 | $66K | Sell |
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|
2020
Q2 | $91K | Hold |
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|
2020
Q1 | $92K | Hold |
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|
2019
Q4 | $108K | Hold |
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|
2019
Q3 | $107K | Buy |
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|
2019
Q2 | $55K | Hold |
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|
2019
Q1 | $52K | Hold |
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|
2018
Q4 | $46.4K | Hold |
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|
2018
Q3 | $44K | Hold |
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|
2018
Q2 | $43K | Hold |
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|
2018
Q1 | $42.6K | Hold |
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|
2017
Q4 | $45.7K | Hold |
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|
2017
Q3 | $43.6K | Hold |
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|
2017
Q2 | $43.1K | Hold |
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|
2017
Q1 | $41.7K | Buy |
|