Balanced Wealth Group’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	$221K	Buy	1,957 +8	+0.4%	+$905	0.1%	69
2025 Q1	$213K	Buy	+1,949	New	+$213K	0.1%	63