Phillips Wealth Planners’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	-1,921	Closed	-$201K	–	189
2025 Q1	$201K	Buy	+1,921	New	+$201K	0.21%	171
2024 Q3	–	Sell	-2,300	Closed	-$203K	–	195
2024 Q2	$203K	Buy	+2,300	New	+$203K	0.21%	175