AEPWM
Atlantic Edge Private Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2K | Hold |
600
| – | – | 0.01% | 255 |
|
|
2025
Q1 | $25.3K | Sell |
600
-50
| -8% | -$2.11K | 0.01% | 256 |
|
|
2024
Q4 | $31.1K | Hold |
650
| – | – | 0.01% | 228 |
|
|
2024
Q3 | $29.7K | Sell |
650
-600
| -48% | -$27.4K | 0.01% | 234 |
|
|
2024
Q2 | $49.6K | Hold |
1,250
| – | – | 0.02% | 193 |
|
|
2024
Q1 | $55.9K | Hold |
1,250
| – | – | 0.02% | 184 |
|
|
2023
Q4 | $54.1K | Buy |
+1,250
| New | +$54.1K | 0.02% | 182 |
|