Carson Wealth (CWM LLC)’s Vontier VNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Buy |
13,728
+11,758
| +597% | +$434K | ﹤0.01% | 1587 |
|
|
2025
Q1 | $65K | Buy |
1,970
+31
| +2% | +$1.02K | ﹤0.01% | 2756 |
|
|
2024
Q4 | $71K | Buy |
1,939
+75
| +4% | +$2.75K | ﹤0.01% | 2525 |
|
|
2024
Q3 | $63K | Sell |
1,864
-490
| -21% | -$16.6K | ﹤0.01% | 2528 |
|
|
2024
Q2 | $90K | Sell |
2,354
-139
| -6% | -$5.31K | ﹤0.01% | 2035 |
|
|
2024
Q1 | $113K | Buy |
2,493
+582
| +30% | +$26.4K | ﹤0.01% | 1803 |
|
|
2023
Q4 | $66K | Buy |
1,911
+843
| +79% | +$29.1K | ﹤0.01% | 2013 |
|
|
2023
Q3 | $33K | Buy |
1,068
+204
| +24% | +$6.3K | ﹤0.01% | 2354 |
|
|
2023
Q2 | $28K | Buy |
864
+4
| +0.5% | +$130 | ﹤0.01% | 2419 |
|
|
2023
Q1 | $24K | Buy |
860
+93
| +12% | +$2.6K | ﹤0.01% | 2381 |
|
|
2022
Q4 | $15K | Buy |
767
+12
| +2% | +$235 | ﹤0.01% | 2582 |
|
|
2022
Q3 | $13K | Sell |
755
-2,513
| -77% | -$43.3K | ﹤0.01% | 2531 |
|
|
2022
Q2 | $75K | Buy |
3,268
+1,299
| +66% | +$29.8K | ﹤0.01% | 1440 |
|
|
2022
Q1 | $50K | Buy |
1,969
+668
| +51% | +$17K | ﹤0.01% | 1610 |
|
|
2021
Q4 | $40K | Buy |
+1,301
| New | +$40K | ﹤0.01% | 1666 |
|
|
2021
Q2 | $41K | Hold |
1,261
| – | – | ﹤0.01% | 1478 |
|
|
2021
Q1 | $41K | Hold |
1,261
| – | – | ﹤0.01% | 1478 |
|
|
2020
Q4 | $41K | Hold |
1,261
| – | – | ﹤0.01% | 1478 |
|
|
2020
Q3 | $41K | Hold |
1,261
| – | – | ﹤0.01% | 1478 |
|
|
2020
Q2 | $41K | Hold |
1,261
| – | – | ﹤0.01% | 1478 |
|
|
2020
Q1 | $41K | Hold |
1,261
| – | – | ﹤0.01% | 1478 |
|
|
2019
Q4 | $41K | Hold |
1,261
| – | – | ﹤0.01% | 1478 |
|
|
2019
Q3 | $41K | Hold |
1,261
| – | – | ﹤0.01% | 1478 |
|
|
2019
Q2 | $41K | Hold |
1,261
| – | – | ﹤0.01% | 1478 |
|
|
2019
Q1 | $41K | Buy |
+1,261
| New | +$41K | ﹤0.01% | 1478 |
|