AEPWM
Atlantic Edge Private Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Hold |
914
| – | – | 0.09% | 108 |
|
|
2025
Q1 | $320K | Buy |
914
+49
| +6% | +$17.2K | 0.1% | 104 |
|
|
2024
Q4 | $274K | Buy |
865
+60
| +7% | +$19K | 0.08% | 115 |
|
|
2024
Q3 | $221K | Hold |
805
| – | – | 0.07% | 127 |
|
|
2024
Q2 | $211K | Hold |
805
| – | – | 0.07% | 120 |
|
|
2024
Q1 | $225K | Buy |
805
+41
| +5% | +$11.4K | 0.08% | 123 |
|
|
2023
Q4 | $199K | Buy |
+764
| New | +$199K | 0.08% | 123 |
|