AEPWM
Atlantic Edge Private Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
505
+105
| +26% | +$74.3K | 0.1% | 103 |
|
|
2025
Q1 | $219K | Buy |
400
+10
| +3% | +$5.46K | 0.07% | 120 |
|
|
2024
Q4 | $223K | Sell |
390
-14
| -3% | -$8.02K | 0.07% | 122 |
|
|
2024
Q3 | $200K | Hold |
404
| – | – | 0.06% | 131 |
|
|
2024
Q2 | $183K | Buy |
404
+10
| +3% | +$4.52K | 0.06% | 130 |
|
|
2024
Q1 | $165K | Hold |
394
| – | – | 0.06% | 136 |
|
|
2023
Q4 | $152K | Buy |
+394
| New | +$152K | 0.06% | 134 |
|