AEPWM
Atlantic Edge Private Wealth Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
5,356
-256
| -5% | -$144K | 0.83% | 33 |
|
|
2025
Q1 | $3.08M | Buy |
5,612
+125
| +2% | +$68.5K | 0.94% | 28 |
|
|
2024
Q4 | $2.89M | Sell |
5,487
-82
| -1% | -$43.2K | 0.89% | 27 |
|
|
2024
Q3 | $2.75M | Sell |
5,569
-54
| -1% | -$26.7K | 0.84% | 27 |
|
|
2024
Q2 | $2.48M | Sell |
5,623
-130
| -2% | -$57.4K | 0.83% | 26 |
|
|
2024
Q1 | $2.77M | Buy |
5,753
+165
| +3% | +$79.5K | 0.95% | 25 |
|
|
2023
Q4 | $2.38M | Buy |
+5,588
| New | +$2.38M | 0.97% | 26 |
|