BAM
Berkshire Asset Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
20,249
-281
| -1% | -$29.2K | 0.1% | 106 |
|
|
2025
Q1 | $2.16M | Sell |
20,530
-4,393
| -18% | -$462K | 0.1% | 103 |
|
|
2024
Q4 | $2.45M | Sell |
24,923
-3,612
| -13% | -$355K | 0.12% | 95 |
|
|
2024
Q3 | $2.5M | Hold |
28,535
| – | – | 0.13% | 87 |
|
|
2024
Q2 | $2.5M | Sell |
28,535
-262
| -0.9% | -$23K | 0.12% | 88 |
|
|
2024
Q1 | $2.48M | Sell |
28,797
-717
| -2% | -$61.7K | 0.13% | 81 |
|
|
2023
Q4 | $2.4M | Buy |
29,514
+518
| +2% | +$42.1K | 0.14% | 77 |
|
|
2023
Q3 | $2.18M | Buy |
28,996
+1,137
| +4% | +$85.5K | 0.14% | 78 |
|
|
2023
Q2 | $2.35M | Buy |
27,859
+1,042
| +4% | +$87.7K | 0.14% | 77 |
|
|
2023
Q1 | $2.44M | Buy |
26,817
+395
| +1% | +$35.9K | 0.15% | 69 |
|
|
2022
Q4 | $2.51M | Buy |
26,422
+87
| +0.3% | +$8.26K | 0.16% | 68 |
|
|
2022
Q3 | $2.28M | Sell |
26,335
-786
| -3% | -$68K | 0.16% | 72 |
|
|
2022
Q2 | $2.6M | Sell |
27,121
-421
| -2% | -$40.4K | 0.17% | 69 |
|
|
2022
Q1 | $2.75M | Buy |
27,542
+555
| +2% | +$55.4K | 0.17% | 64 |
|
|
2021
Q4 | $2.4M | Buy |
26,987
+164
| +0.6% | +$14.6K | 0.15% | 76 |
|
|
2021
Q3 | $2.18M | Buy |
26,823
+1,711
| +7% | +$139K | 0.15% | 79 |
|
|
2021
Q2 | $2.12M | Sell |
25,112
-760
| -3% | -$64.3K | 0.14% | 81 |
|
|
2021
Q1 | $2.19M | Buy |
25,872
+792
| +3% | +$67.1K | 0.16% | 75 |
|
|
2020
Q4 | $2.09M | Buy |
25,080
+190
| +0.8% | +$15.8K | 0.16% | 76 |
|
|
2020
Q3 | $2.03M | Sell |
24,890
-1,249
| -5% | -$102K | 0.2% | 58 |
|
|
2020
Q2 | $2.08M | Sell |
26,139
-762
| -3% | -$60.7K | 0.19% | 58 |
|
|
2020
Q1 | $2.15M | Buy |
26,901
+47
| +0.2% | +$3.76K | 0.22% | 63 |
|
|
2019
Q4 | $2.54M | Sell |
26,854
-3,238
| -11% | -$306K | 0.22% | 62 |
|
|
2019
Q3 | $2.82M | Sell |
30,092
-2,548
| -8% | -$239K | 0.24% | 62 |
|
|
2019
Q2 | $2.87M | Sell |
32,640
-1,176
| -3% | -$104K | 0.24% | 68 |
|
|
2019
Q1 | $2.83M | Buy |
33,816
+1,096
| +3% | +$91.8K | 0.24% | 70 |
|
|
2018
Q4 | $2.45M | Buy |
32,720
+1,023
| +3% | +$76.5K | 0.23% | 73 |
|
|
2018
Q3 | $2.25M | Buy |
31,697
+1,703
| +6% | +$121K | 0.19% | 78 |
|
|
2018
Q2 | $2.08M | Hold |
29,994
| – | – | 0.19% | 76 |
|
|
2018
Q1 | $2.06M | Buy |
29,994
+2,210
| +8% | +$152K | 0.2% | 78 |
|
|
2017
Q4 | $2.04M | Buy |
27,784
+1,950
| +8% | +$143K | 0.2% | 78 |
|
|
2017
Q3 | $1.82M | Buy |
25,834
+67
| +0.3% | +$4.71K | 0.2% | 75 |
|
|
2017
Q2 | $1.79M | Buy |
25,767
+596
| +2% | +$41.4K | 0.2% | 78 |
|
|
2017
Q1 | $1.69M | Sell |
25,171
-591
| -2% | -$39.7K | 0.2% | 79 |
|
|
2016
Q4 | $1.62M | Buy |
25,762
+8,922
| +53% | +$562K | 0.21% | 72 |
|
|
2016
Q3 | $1.08M | Sell |
16,840
-1,047
| -6% | -$67.2K | 0.16% | 90 |
|
|
2016
Q2 | $1.25M | Sell |
17,887
-1,939
| -10% | -$136K | 0.19% | 82 |
|
|
2016
Q1 | $1.32M | Sell |
19,826
-1,790
| -8% | -$119K | 0.2% | 79 |
|
|
2015
Q4 | $1.26M | Buy |
21,616
+1,184
| +6% | +$69K | 0.21% | 76 |
|
|
2015
Q3 | $1.16M | Sell |
20,432
-4,835
| -19% | -$275K | 0.21% | 78 |
|
|
2015
Q2 | $1.34M | Buy |
25,267
+1,180
| +5% | +$62.5K | 0.22% | 76 |
|
|
2015
Q1 | $1.36M | Sell |
24,087
-3,390
| -12% | -$191K | 0.23% | 75 |
|
|
2014
Q4 | $1.67M | Sell |
27,477
-12,840
| -32% | -$779K | 0.29% | 69 |
|
|
2014
Q3 | $2.11M | Buy |
40,317
+1,475
| +4% | +$77K | 0.39% | 62 |
|
|
2014
Q2 | $2.17M | Sell |
38,842
-1,870
| -5% | -$104K | 0.4% | 61 |
|
|
2014
Q1 | $2.06M | Sell |
40,712
-5,789
| -12% | -$293K | 0.4% | 59 |
|
|
2013
Q4 | $2.17M | Sell |
46,501
-730
| -2% | -$34.1K | 0.41% | 59 |
|
|
2013
Q3 | $2.05M | Buy |
47,231
+6,375
| +16% | +$276K | 0.49% | 55 |
|
|
2013
Q2 | $1.83M | Buy |
+40,856
| New | +$1.83M | 0.51% | 54 |
|