BHBT
Burke & Herbert Bank & Trust’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
11,526
-206
| -2% | -$21.4K | 0.27% | 100 |
|
|
2025
Q1 | $1.28M | Sell |
11,732
-47
| -0.4% | -$5.14K | 0.31% | 93 |
|
|
2024
Q4 | $1.09M | Sell |
11,779
-55
| -0.5% | -$5.07K | 0.26% | 104 |
|
|
2024
Q3 | $1.21M | Sell |
11,834
-205
| -2% | -$21K | 0.28% | 98 |
|
|
2024
Q2 | $1.06M | Buy |
+12,039
| New | +$1.06M | 0.26% | 108 |
|
|
2023
Q2 | – | Sell |
-2,239
| Closed | -$204K | – | 133 |
|
|
2023
Q1 | $204K | Hold |
2,239
| – | – | 0.15% | 130 |
|
|
2022
Q4 | $213K | Buy |
+2,239
| New | +$213K | 0.16% | 126 |
|
|
2022
Q3 | – | Sell |
-2,354
| Closed | -$226K | – | 128 |
|
|
2022
Q2 | $226K | Sell |
2,354
-119
| -5% | -$11.4K | 0.17% | 126 |
|
|
2022
Q1 | $246K | Sell |
2,473
-181
| -7% | -$18K | 0.16% | 129 |
|
|
2021
Q4 | $237K | Buy |
2,654
+60
| +2% | +$5.36K | 0.14% | 136 |
|
|
2021
Q3 | $210K | Hold |
2,594
| – | – | 0.14% | 142 |
|
|
2021
Q2 | $219K | Hold |
2,594
| – | – | 0.14% | 139 |
|
|
2021
Q1 | $219K | Buy |
+2,594
| New | +$219K | 0.15% | 134 |
|