WMS Partners’s American Electric Power AEP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,036	Closed	-$464K	–	9
2024 Q4	$464K	Buy	5,036 +36	+0.7%	+$3.32K	0.03%	197
2024 Q3	$513K	Sell	5,000 -119	-2%	-$12.2K	0.03%	177
2024 Q2	$449K	Buy	+5,119	New	+$449K	0.03%	161