AEPWM
Atlantic Edge Private Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
26,195
-268
| -1% | -$11.6K | 0.31% | 68 |
|
|
2025
Q1 | $1.2M | Buy |
26,463
+1,349
| +5% | +$61.2K | 0.37% | 64 |
|
|
2024
Q4 | $1M | Buy |
25,114
+373
| +2% | +$14.9K | 0.31% | 68 |
|
|
2024
Q3 | $1.11M | Buy |
24,741
+1,973
| +9% | +$88.6K | 0.34% | 68 |
|
|
2024
Q2 | $939K | Buy |
22,768
+2,521
| +12% | +$104K | 0.31% | 72 |
|
|
2024
Q1 | $850K | Buy |
20,247
+5,325
| +36% | +$223K | 0.29% | 76 |
|
|
2023
Q4 | $563K | Buy |
+14,922
| New | +$563K | 0.23% | 85 |
|