HBWM
Hollow Brook Wealth Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.22M | Sell |
59,985
-89
| -0.1% | -$9.24K | 1.81% | 14 |
|
|
2025
Q1 | $6.56M | Sell |
60,074
-2,894
| -5% | -$316K | 1.93% | 14 |
|
|
2024
Q4 | $5.81M | Sell |
62,968
-1,421
| -2% | -$131K | 1.78% | 20 |
|
|
2024
Q3 | $6.61M | Buy |
64,389
+3,035
| +5% | +$311K | 1.96% | 17 |
|
|
2024
Q2 | $5.38M | Buy |
61,354
+2,993
| +5% | +$263K | 1.83% | 18 |
|
|
2024
Q1 | $5.02M | Buy |
58,361
+6,545
| +13% | +$564K | 1.86% | 19 |
|
|
2023
Q4 | $4.21M | Buy |
51,816
+7,176
| +16% | +$583K | 1.68% | 17 |
|
|
2023
Q3 | $3.36M | Buy |
44,640
+17,273
| +63% | +$1.3M | 1.4% | 20 |
|
|
2023
Q2 | $2.3M | Buy |
27,367
+2,042
| +8% | +$172K | 1% | 31 |
|
|
2023
Q1 | $2.3M | Buy |
25,325
+1,624
| +7% | +$148K | 1.09% | 28 |
|
|
2022
Q4 | $2.25M | Buy |
23,701
+1,037
| +5% | +$98.5K | 1.08% | 25 |
|
|
2022
Q3 | $1.96M | Buy |
22,664
+548
| +2% | +$47.4K | 1.11% | 24 |
|
|
2022
Q2 | $2.12M | Buy |
22,116
+2,947
| +15% | +$283K | 1.17% | 22 |
|
|
2022
Q1 | $1.91M | Buy |
19,169
+816
| +4% | +$81.4K | 0.85% | 28 |
|
|
2021
Q4 | $1.63M | Buy |
18,353
+8,634
| +89% | +$768K | 0.84% | 30 |
|
|
2021
Q3 | $789K | Buy |
9,719
+54
| +0.6% | +$4.38K | 0.49% | 46 |
|
|
2021
Q2 | $818K | Buy |
+9,665
| New | +$818K | 0.51% | 37 |
|