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Burling Wealth Partners’s American Electric Power AEP Stock Holding History

Burling Wealth Partners’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$226K Hold
2,175
– – 0.04% 168
2025
Q1 		$238K Sell
2,175
-975
-31% -$107K 0.05% 154
2024
Q4 		$291K Buy
+3,150
New +$291K 0.06% 143