Concord Wealth Partners’s Vontier VNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5K | Hold |
500
| – | – | ﹤0.01% | 475 |
|
|
2025
Q1 | $16.4K | Sell |
500
-24
| -5% | -$788 | ﹤0.01% | 456 |
|
|
2024
Q4 | $19.1K | Hold |
524
| – | – | ﹤0.01% | 461 |
|
|
2024
Q3 | $17.7K | Buy |
524
+24
| +5% | +$810 | ﹤0.01% | 491 |
|
|
2024
Q2 | $19.1K | Hold |
500
| – | – | ﹤0.01% | 432 |
|
|
2024
Q1 | $22.7K | Hold |
500
| – | – | ﹤0.01% | 472 |
|
|
2023
Q4 | $17.3K | Hold |
500
| – | – | ﹤0.01% | 502 |
|
|
2023
Q3 | $15.5K | Buy |
+500
| New | +$15.5K | ﹤0.01% | 548 |
|
|
2022
Q3 | – | Sell |
-143
| Closed | -$3K | – | 1120 |
|
|
2022
Q2 | $3K | Sell |
143
-2,021
| -93% | -$42.4K | ﹤0.01% | 973 |
|
|
2022
Q1 | $55K | Sell |
2,164
-152
| -7% | -$3.86K | 0.01% | 415 |
|
|
2021
Q4 | $71K | Buy |
2,316
+2,012
| +662% | +$61.7K | 0.02% | 380 |
|
|
2021
Q3 | $10K | Sell |
304
-2,018
| -87% | -$66.4K | ﹤0.01% | 475 |
|
|
2021
Q2 | $76K | Buy |
2,322
+1,278
| +122% | +$41.8K | 0.02% | 282 |
|
|
2021
Q1 | $32K | Buy |
+1,044
| New | +$32K | 0.01% | 409 |
|