Congress Wealth Management’s American Electric Power AEP Stock Holding History

Congress Wealth Management’s Portfolio AEP Stock Details AEP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$746K	Buy
2025 Q1	$639K	Sell
2024 Q4	$675K	Buy
2024 Q1	–	Sell
2023 Q4	$507K	Buy
2023 Q3	$209K	Buy
2022 Q1	–	Sell
2021 Q4	$572K	Buy