AEPWM
Atlantic Edge Private Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Hold |
2,439
| – | – | 0.12% | 95 |
|
|
2025
Q1 | $387K | Sell |
2,439
-26
| -1% | -$4.13K | 0.12% | 96 |
|
|
2024
Q4 | $297K | Hold |
2,465
| – | – | 0.09% | 111 |
|
|
2024
Q3 | $299K | Hold |
2,465
| – | – | 0.09% | 112 |
|
|
2024
Q2 | $250K | Sell |
2,465
-2,750
| -53% | -$279K | 0.08% | 111 |
|
|
2024
Q1 | $478K | Buy |
5,215
+5,040
| +2,880% | +$462K | 0.16% | 93 |
|
|
2023
Q4 | $16.5K | Buy |
+175
| New | +$16.5K | 0.01% | 254 |
|