AEPWM
Atlantic Edge Private Wealth Management’s Veralto VLTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
2,239
-74
| -3% | -$7.47K | 0.06% | 122 |
|
|
2025
Q1 | $225K | Sell |
2,313
-53
| -2% | -$5.17K | 0.07% | 119 |
|
|
2024
Q4 | $241K | Sell |
2,366
-19
| -0.8% | -$1.94K | 0.07% | 120 |
|
|
2024
Q3 | $267K | Sell |
2,385
-67
| -3% | -$7.5K | 0.08% | 117 |
|
|
2024
Q2 | $234K | Sell |
2,452
-48
| -2% | -$4.58K | 0.08% | 115 |
|
|
2024
Q1 | $222K | Sell |
2,500
-13
| -0.5% | -$1.15K | 0.08% | 124 |
|
|
2023
Q4 | $207K | Buy |
+2,513
| New | +$207K | 0.08% | 121 |
|