Carson Wealth (CWM LLC)’s Vontier VNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.59M | Buy |
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|
2025
Q2 | $507K | Buy |
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|
2025
Q1 | $65K | Buy |
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|
2024
Q4 | $71K | Buy |
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|
2024
Q3 | $63K | Sell |
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|
2024
Q2 | $90K | Sell |
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|
2024
Q1 | $113K | Buy |
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|
2023
Q4 | $66K | Buy |
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|
2023
Q3 | $33K | Buy |
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|
2023
Q2 | $28K | Buy |
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|
2023
Q1 | $24K | Buy |
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|
2022
Q4 | $15K | Buy |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $75K | Buy |
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|
2022
Q1 | $50K | Buy |
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|
2021
Q4 | $40K | Buy |
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|
2021
Q2 | $41K | Hold |
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|
2021
Q1 | $41K | Hold |
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|
2020
Q4 | $41K | Hold |
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|
2020
Q3 | $41K | Hold |
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|
2020
Q2 | $41K | Hold |
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|
2020
Q1 | $41K | Hold |
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|
2019
Q4 | $41K | Hold |
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|
2019
Q3 | $41K | Hold |
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|
2019
Q2 | $41K | Hold |
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|
2019
Q1 | $41K | Buy |
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