Carson Wealth (CWM LLC)’s Veralto VLTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
22,362
+14,322
| +178% | +$1.45M | 0.01% | 905 |
|
|
2025
Q1 | $783K | Buy |
8,040
+995
| +14% | +$96.9K | ﹤0.01% | 1273 |
|
|
2024
Q4 | $718K | Buy |
7,045
+907
| +15% | +$92.4K | ﹤0.01% | 1241 |
|
|
2024
Q3 | $687K | Buy |
6,138
+343
| +6% | +$38.4K | ﹤0.01% | 1191 |
|
|
2024
Q2 | $553K | Buy |
5,795
+1,072
| +23% | +$102K | ﹤0.01% | 1152 |
|
|
2024
Q1 | $419K | Sell |
4,723
-14
| -0.3% | -$1.24K | ﹤0.01% | 1197 |
|
|
2023
Q4 | $390K | Buy |
4,737
+4,292
| +964% | +$353K | ﹤0.01% | 1149 |
|
|
2023
Q3 | $38K | Buy |
+445
| New | +$38K | ﹤0.01% | 2254 |
|