Atria Wealth Solutions’s Valvoline VVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
9,164
-273
| -3% | -$10.3K | 0.01% | 1083 |
|
|
2025
Q1 | $329K | Sell |
9,437
-553
| -6% | -$19.3K | ﹤0.01% | 1412 |
|
|
2024
Q4 | $361K | Sell |
9,990
-19
| -0.2% | -$687 | ﹤0.01% | 1412 |
|
|
2024
Q3 | $419K | Sell |
10,009
-4,940
| -33% | -$207K | ﹤0.01% | 1317 |
|
|
2024
Q2 | $646K | Sell |
14,949
-3,401
| -19% | -$147K | 0.01% | 1099 |
|
|
2024
Q1 | $818K | Sell |
18,350
-392
| -2% | -$17.5K | 0.01% | 999 |
|
|
2023
Q4 | $704K | Buy |
18,742
+6,337
| +51% | +$238K | 0.01% | 1024 |
|
|
2023
Q3 | $400K | Sell |
12,405
-298
| -2% | -$9.61K | 0.01% | 1238 |
|
|
2023
Q2 | $476K | Buy |
12,703
+532
| +4% | +$20K | 0.01% | 1179 |
|
|
2023
Q1 | $425K | Buy |
12,171
+65
| +0.5% | +$2.27K | 0.01% | 1216 |
|
|
2022
Q4 | $395K | Sell |
12,106
-584
| -5% | -$19.1K | 0.01% | 1195 |
|
|
2022
Q3 | $322K | Sell |
12,690
-122
| -1% | -$3.09K | 0.01% | 1249 |
|
|
2022
Q2 | $369K | Hold |
12,812
| – | – | 0.01% | 1092 |
|
|
2022
Q1 | $404K | Buy |
+12,812
| New | +$404K | 0.01% | 1177 |
|