Hazlett, Burt & Watson’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Sell |
1,855
-633
| -25% | -$65.9K | 0.08% | 209 |
|
|
2025
Q1 | $271K | Buy |
2,488
+17
| +0.7% | +$1.85K | 0.12% | 158 |
|
|
2024
Q4 | $227K | Buy |
2,471
+1,006
| +69% | +$92.4K | 0.1% | 184 |
|
|
2024
Q3 | $151K | Sell |
1,465
-1,288
| -47% | -$133K | 0.07% | 233 |
|
|
2024
Q2 | $243K | Buy |
2,753
+163
| +6% | +$14.4K | 0.13% | 158 |
|
|
2024
Q1 | $223K | Sell |
2,590
-1,454
| -36% | -$125K | 0.13% | 156 |
|
|
2023
Q4 | $329K | Buy |
4,044
+126
| +3% | +$10.3K | 0.22% | 96 |
|
|
2023
Q3 | $296K | Sell |
3,918
-2,266
| -37% | -$171K | 0.22% | 98 |
|
|
2023
Q2 | $521K | Buy |
6,184
+4,377
| +242% | +$369K | 0.39% | 51 |
|
|
2023
Q1 | $164K | Sell |
1,807
-187
| -9% | -$17K | 0.13% | 142 |
|
|
2022
Q4 | $188K | Buy |
1,994
+10
| +0.5% | +$943 | 0.17% | 126 |
|
|
2022
Q3 | $172K | Buy |
1,984
+11
| +0.6% | +$954 | 0.17% | 125 |
|
|
2022
Q2 | $188K | Buy |
1,973
+633
| +47% | +$60.3K | 0.17% | 120 |
|
|
2022
Q1 | $133K | Buy |
+1,340
| New | +$133K | 0.11% | 180 |
|