Burke & Herbert Bank & Trust’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 | $1.25M | Sell |
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|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.06M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $204K | Hold |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $237K | Buy |
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|
2021
Q3 | $210K | Hold |
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|
2021
Q2 | $219K | Hold |
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|
2021
Q1 | $219K | Buy |
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