AEPWM
Atlantic Edge Private Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.3K | Hold |
1,233
| – | – | 0.02% | 180 |
|
|
2025
Q1 | $74K | Buy |
1,233
+150
| +14% | +$9K | 0.02% | 175 |
|
|
2024
Q4 | $56.6K | Buy |
1,083
+300
| +38% | +$15.7K | 0.02% | 191 |
|
|
2024
Q3 | $40K | Hold |
783
| – | – | 0.01% | 217 |
|
|
2024
Q2 | $35.7K | Sell |
783
-4,840
| -86% | -$220K | 0.01% | 212 |
|
|
2024
Q1 | $245K | Buy |
5,623
+5,040
| +864% | +$220K | 0.08% | 114 |
|
|
2023
Q4 | $23.5K | Buy |
+583
| New | +$23.5K | 0.01% | 227 |
|