Quotient Wealth Partners’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
$331K Buy
3,193
+111
+4% +$11.5K 0.01% 255
2025
Q1
$337K Buy
3,082
+185
+6% +$20.2K 0.01% 234
2024
Q4
$267K Buy
2,897
+383
+15% +$35.3K 0.01% 267
2024
Q3
$258K Buy
2,514
+219
+10% +$22.5K 0.01% 276
2024
Q2
$201K Buy
+2,295
New +$201K 0.01% 303