Colonial Trust Advisors’s Veralto VLTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08K | Buy |
+50
| New | +$5.08K | ﹤0.01% | 587 |
|
|
2025
Q1 | – | Sell |
-15
| Closed | -$1.53K | – | 720 |
|
|
2024
Q4 | $1.53K | Sell |
15
-1,125
| -99% | -$115K | ﹤0.01% | 628 |
|
|
2024
Q3 | $128K | Hold |
1,140
| – | – | 0.01% | 240 |
|
|
2024
Q2 | $109K | Hold |
1,140
| – | – | 0.01% | 239 |
|
|
2024
Q1 | $101K | Buy |
1,140
+1,124
| +7,025% | +$99.7K | 0.01% | 249 |
|
|
2023
Q4 | $1.32K | Buy |
+16
| New | +$1.32K | ﹤0.01% | 750 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 929 |
|