Beaumont Financial Advisors’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
2026 Q1	$7.75M	Sell	59,099 -1,044	-2%	-$131K	0.53%	47
2025 Q4	$6.94M	Buy	60,143 +112	+0.2%	+$13.2K	0.46%	47
2025 Q3	$6.75M	Buy	60,031 +1,150	+2%	+$126K	0.45%	47
2025 Q2	$6.11M	Buy	58,881 +435	+0.7%	+$45.3K	0.44%	45
2025 Q1	$6.39M	Buy	58,446 +163	+0.3%	+$16.5K	0.5%	47
2024 Q4	$5.38M	Sell	58,283 -904	-2%	-$87.5K	0.4%	50
2024 Q3	$6.07M	Buy	59,187 +48	+0.1%	+$4.68K	0.47%	47
2024 Q2	$5.19M	Buy	59,139 +3,685	+7%	+$322K	0.42%	50
2024 Q1	$4.77M	Buy	55,454 +4,192	+8%	+$341K	0.39%	49
2023 Q4	$4.16M	Buy	51,262 +46,006	+875%	+$3.57M	0.38%	48
2023 Q3	$395K	Buy	+5,256	New	+$428K	0.04%	210