BOPW
Brandywine Oak Private Wealth’s Valvoline VVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
5,816
| – | – | 0.02% | 222 |
|
|
2025
Q1 | $202K | Hold |
5,816
| – | – | 0.02% | 219 |
|
|
2024
Q4 | $210K | Buy |
5,816
+200
| +4% | +$7.24K | 0.02% | 226 |
|
|
2024
Q3 | $235K | Hold |
5,616
| – | – | 0.02% | 217 |
|
|
2024
Q2 | $243K | Hold |
5,616
| – | – | 0.02% | 209 |
|
|
2024
Q1 | $250K | Hold |
5,616
| – | – | 0.03% | 209 |
|
|
2023
Q4 | $211K | Buy |
+5,616
| New | +$211K | 0.02% | 219 |
|
|
2023
Q3 | – | Sell |
-6,074
| Closed | -$228K | – | 239 |
|
|
2023
Q2 | $228K | Hold |
6,074
| – | – | 0.03% | 226 |
|
|
2023
Q1 | $212K | Buy |
+6,074
| New | +$212K | 0.02% | 238 |
|
|
2022
Q1 | – | Sell |
-6,074
| Closed | -$226K | – | 361 |
|
|
2021
Q4 | $226K | Buy |
+6,074
| New | +$226K | 0.02% | 320 |
|
|
2019
Q1 | – | Sell |
-458
| Closed | -$8K | – | 628 |
|
|
2018
Q4 | $8K | Buy |
+458
| New | +$8K | ﹤0.01% | 526 |
|