Whitney & Co’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 | $602K | Hold |
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|
2025
Q2 | $555K | Sell |
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|
2025
Q1 | $612K | Hold |
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|
2024
Q4 | $516K | Sell |
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|
2024
Q3 | $626K | Hold |
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|
2024
Q2 | $535K | Sell |
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|
2024
Q1 | $607K | Sell |
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|
2023
Q4 | $694K | Sell |
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|
2023
Q3 | $666K | Sell |
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|
2023
Q2 | $775K | Sell |
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|
2023
Q1 | $905K | Hold |
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|
2022
Q4 | $945K | Sell |
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|
2022
Q3 | $869K | Hold |
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|
2022
Q2 | $964K | Sell |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $948K | Sell |
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|
2021
Q3 | $867K | Sell |
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|
2021
Q2 | $920K | Sell |
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|
2021
Q1 | $968K | Sell |
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|
2020
Q4 | $943K | Sell |
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|
2020
Q3 | $1.06M | Sell |
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|
2020
Q2 | $1.1M | Sell |
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|
2020
Q1 | $1.13M | Sell |
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|
2019
Q4 | $1.41M | Sell |
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|
2019
Q3 | $1.4M | Sell |
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|
2019
Q2 | $1.33M | Sell |
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|
2019
Q1 | $1.36M | Sell |
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|
2018
Q4 | $1.97M | Sell |
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|
2018
Q3 | $2.16M | Sell |
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|
2018
Q2 | $2.44M | Sell |
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|
2018
Q1 | $3.3M | Buy |
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|
2017
Q4 | $3.53M | Buy |
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|
2017
Q3 | $3.31M | Hold |
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|
2017
Q2 | $3.31M | Buy |
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|
2017
Q1 | $3.08M | Buy |
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|
2016
Q4 | $2.7M | Buy |
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|
2016
Q3 | $2.7M | Sell |
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|
2016
Q2 | $3.03M | Sell |
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|
2016
Q1 | $2.87M | Buy |
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|
2015
Q4 | $2.45M | Sell |
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|
2015
Q3 | $2.4M | Buy |
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|
2015
Q2 | $2.17M | Buy |
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|
2015
Q1 | $2.3M | Buy |
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|
2014
Q4 | $2.35M | Buy |
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|
2014
Q3 | $1.96M | Buy |
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|
2014
Q2 | $2.01M | Buy |
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|
2014
Q1 | $1.75M | Buy |
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|
2013
Q4 | $1.59M | Buy |
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|
2013
Q3 | $962K | Buy |
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|
2013
Q2 | $685K | Buy |
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