AEPWM
Atlantic Edge Private Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
39,756
+1,352
| +4% | +$64K | 0.52% | 50 |
|
|
2025
Q1 | $1.6M | Sell |
38,404
-249
| -0.6% | -$10.4K | 0.49% | 50 |
|
|
2024
Q4 | $1.7M | Sell |
38,653
-349
| -0.9% | -$15.3K | 0.53% | 51 |
|
|
2024
Q3 | $1.55M | Buy |
39,002
+532
| +1% | +$21.1K | 0.47% | 55 |
|
|
2024
Q2 | $1.53M | Buy |
38,470
+89
| +0.2% | +$3.54K | 0.51% | 51 |
|
|
2024
Q1 | $1.46M | Buy |
38,381
+3,322
| +9% | +$126K | 0.5% | 53 |
|
|
2023
Q4 | $1.18M | Buy |
+35,059
| New | +$1.18M | 0.48% | 56 |
|