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Whipplewood Advisors’s American Electric Power AEP Stock Holding History

Whipplewood Advisors’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$18.1K Buy
174
+139
+397% +$14.4K 0.01% 483
2025
Q1 		$18.1K Sell
35
-138
-80% -$71.5K 0.01% 469
2024
Q4 		$16K Buy
+173
New +$16K 0.01% 480