AEPWM
Atlantic Edge Private Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
8,202
-625
| -7% | -$89.5K | 0.32% | 67 |
|
|
2025
Q1 | $1.48M | Buy |
8,827
+120
| +1% | +$20.1K | 0.45% | 57 |
|
|
2024
Q4 | $1.26M | Buy |
8,707
+30
| +0.3% | +$4.35K | 0.39% | 63 |
|
|
2024
Q3 | $1.28M | Buy |
8,677
+19
| +0.2% | +$2.8K | 0.39% | 64 |
|
|
2024
Q2 | $1.35M | Sell |
8,658
-28
| -0.3% | -$4.38K | 0.45% | 57 |
|
|
2024
Q1 | $1.37M | Buy |
8,686
+160
| +2% | +$25.2K | 0.47% | 56 |
|
|
2023
Q4 | $1.27M | Buy |
+8,526
| New | +$1.27M | 0.52% | 49 |
|