AEPWM
Atlantic Edge Private Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Buy |
7,973
+2
| +0% | +$141 | 0.15% | 91 |
|
|
2025
Q1 | $571K | Hold |
7,971
| – | – | 0.17% | 88 |
|
|
2024
Q4 | $496K | Buy |
7,971
+6,696
| +525% | +$417K | 0.15% | 89 |
|
|
2024
Q3 | $91.6K | Buy |
1,275
+3
| +0.2% | +$216 | 0.03% | 169 |
|
|
2024
Q2 | $81K | Buy |
1,272
+2
| +0.2% | +$127 | 0.03% | 167 |
|
|
2024
Q1 | $77.7K | Hold |
1,270
| – | – | 0.03% | 165 |
|
|
2023
Q4 | $74.9K | Buy |
+1,270
| New | +$74.9K | 0.03% | 163 |
|