Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $414K | Buy |
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|
2023
Q4 | $374K | Sell |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $442K | Buy |
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|
2023
Q1 | $447K | Buy |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $359K | Buy |
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|
2022
Q2 | $376K | Buy |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $306K | Hold |
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|
2021
Q3 | $280K | Sell |
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|
2021
Q2 | $504K | Buy |
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|
2021
Q1 | $380K | Sell |
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|
2020
Q4 | $381K | Sell |
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|
2020
Q3 | $449K | Sell |
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|
2020
Q2 | $443K | Sell |
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|
2020
Q1 | $500K | Buy |
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|
2019
Q4 | $299K | Sell |
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|
2019
Q3 | $361K | Buy |
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|
2019
Q2 | $257K | Sell |
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|
2019
Q1 | $287K | Hold |
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|
2018
Q4 | $256K | Hold |
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|
2018
Q3 | $242K | Sell |
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|
2018
Q2 | $988K | Sell |
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|
2018
Q1 | $981K | Buy |
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|
2017
Q4 | $1.05M | Buy |
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|
2017
Q3 | $203K | Sell |
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|
2017
Q2 | $217K | Buy |
|