HMV Wealth Advisors’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
Sell
-5,820
Closed -$636K 80
2025
Q1
$636K Sell
5,820
-3,505
-38% -$383K 0.5% 45
2024
Q4
$860K Buy
+9,325
New +$860K 0.86% 32