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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.58M Buy
34,478
+4
+0% +$415 2.9% 9
2025
Q1
$3.77M Sell
34,474
-261
-0.8% -$28.5K 3.12% 9
2024
Q4
$3.2M Buy
+34,735
New +$3.2M 2.74% 10