AEPWM
Atlantic Edge Private Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43K | Buy |
305
+50
| +20% | +$7.04K | 0.01% | 222 |
|
|
2025
Q1 | $29.8K | Hold |
255
| – | – | 0.01% | 240 |
|
|
2024
Q4 | $32.1K | Hold |
255
| – | – | 0.01% | 225 |
|
|
2024
Q3 | $26.6K | Hold |
255
| – | – | 0.01% | 240 |
|
|
2024
Q2 | $24.8K | Hold |
255
| – | – | 0.01% | 234 |
|
|
2024
Q1 | $24K | Hold |
255
| – | – | 0.01% | 239 |
|
|
2023
Q4 | $23.8K | Buy |
+255
| New | +$23.8K | 0.01% | 226 |
|