AEPWM
Atlantic Edge Private Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.61M | Sell |
13,294
-233
| -2% | -$116K | 1.81% | 15 |
|
|
2025
Q1 | $5.08M | Buy |
13,527
+196
| +1% | +$73.6K | 1.55% | 15 |
|
|
2024
Q4 | $5.62M | Buy |
13,331
+51
| +0.4% | +$21.5K | 1.74% | 14 |
|
|
2024
Q3 | $5.71M | Buy |
13,280
+155
| +1% | +$66.7K | 1.74% | 15 |
|
|
2024
Q2 | $5.87M | Sell |
13,125
-5
| -0% | -$2.24K | 1.96% | 15 |
|
|
2024
Q1 | $5.52M | Buy |
13,130
+358
| +3% | +$151K | 1.9% | 12 |
|
|
2023
Q4 | $4.8M | Buy |
+12,772
| New | +$4.8M | 1.95% | 11 |
|