AEPWM
Atlantic Edge Private Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Hold |
150
| – | – | ﹤0.01% | 343 |
|
|
2025
Q1 | $10.8K | Hold |
150
| – | – | ﹤0.01% | 338 |
|
|
2024
Q4 | $10.5K | Hold |
150
| – | – | ﹤0.01% | 334 |
|
|
2024
Q3 | $8.47K | Hold |
150
| – | – | ﹤0.01% | 353 |
|
|
2024
Q2 | $8.91K | Hold |
150
| – | – | ﹤0.01% | 325 |
|
|
2024
Q1 | $8.69K | Sell |
150
-532
| -78% | -$30.8K | ﹤0.01% | 329 |
|
|
2023
Q4 | $33.6K | Buy |
+682
| New | +$33.6K | 0.01% | 205 |
|