Crestwood Advisors Group’s Veralto VLTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.54M Sell
35,075
-2,963
-8% -$299K 0.06% 157
2025
Q1
$3.71M Sell
38,038
-13,350
-26% -$1.3M 0.07% 148
2024
Q4
$5.23M Sell
51,388
-645
-1% -$65.7K 0.1% 124
2024
Q3
$5.82M Sell
52,033
-2,963
-5% -$331K 0.11% 118
2024
Q2
$5.25M Sell
54,996
-3,711
-6% -$354K 0.11% 116
2024
Q1
$5.2M Sell
58,707
-15,289
-21% -$1.36M 0.11% 117
2023
Q4
$6.09M Buy
+73,996
New +$6.09M 0.14% 112