CWM
Congress Wealth Management’s Valvoline VVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,419
| Closed | -$293K | – | 1218 |
|
|
2025
Q1 | $293K | Sell |
8,419
-404,329
| -98% | -$14.1M | ﹤0.01% | 943 |
|
|
2024
Q4 | $14.9M | Sell |
412,748
-7,667
| -2% | -$277K | 0.21% | 140 |
|
|
2024
Q3 | $17.6M | Buy |
420,415
+30,579
| +8% | +$1.28M | 0.23% | 121 |
|
|
2024
Q2 | $16.8M | Buy |
389,836
+8,000
| +2% | +$346K | 0.27% | 98 |
|
|
2024
Q1 | $17M | Buy |
381,836
+23,511
| +7% | +$1.05M | 0.29% | 93 |
|
|
2023
Q4 | $13.5M | Buy |
+358,325
| New | +$13.5M | 0.25% | 116 |
|