AEPWM
Atlantic Edge Private Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.64M | Sell |
46,985
-142
| -0.3% | -$29.1K | 2.64% | 9 |
|
|
2025
Q1 | $10.5M | Sell |
47,127
-199
| -0.4% | -$44.2K | 3.2% | 7 |
|
|
2024
Q4 | $11.9M | Buy |
47,326
+418
| +0.9% | +$105K | 3.67% | 6 |
|
|
2024
Q3 | $10.9M | Sell |
46,908
-535
| -1% | -$125K | 3.33% | 8 |
|
|
2024
Q2 | $9.99M | Sell |
47,443
-787
| -2% | -$166K | 3.34% | 9 |
|
|
2024
Q1 | $8.27M | Buy |
48,230
+8,834
| +22% | +$1.51M | 2.84% | 9 |
|
|
2023
Q4 | $7.59M | Buy |
+39,396
| New | +$7.59M | 3.08% | 7 |
|